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 | $52,117 | $51,638+0.9% | $68,368-23.8% | $82,448-36.8% |
| Participation rate | 43.1% | 63.6%-20.5pp | 73.8%-30.6pp | 68.1%-25.0pp |
| Annual return | 13.89% | 37.53%-23.6pp | 292.57%-278.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $424 | $2,047-79.3% | $2,649-84.0% | $2,551-83.4% |
| Participant deferral / active EE | $1,205 | $2,914-58.6% | $4,123-70.8% | $4,139-70.9% |
| Admin fee / account holder | $1,206 | $4,643-74.0% | $5,150-76.6% | $7,234-83.3% |