Filed September 24, 2019 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,043 | $45,900+33.0% | $94,057-35.1% | $64,340-5.1% |
| Participation rate | 23.3% | 50.6%-27.3pp | 73.3%-50.1pp | 55.2%-32.0pp |
| Annual return | 13.18% | 50.47%-37.3pp | 480.62%-467.4pp | 24.14%-11.0pp |
| Employer contribution / active EE | $236 | $1,612-85.4% | $2,933-92.0% | $1,862-87.3% |
| Participant deferral / active EE | $1,449 | $2,102-31.1% | $4,709-69.2% | $2,980-51.4% |
| Admin fee / account holder | $5,817 | $3,143+85.1% | $7,244-19.7% | $3,703+57.1% |