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 | $69,590-25.1% | $136,867-61.9% | $94,015-44.6% |
| Participation rate | 43.1% | 66.3%-23.2pp | 74.5%-31.4pp | 70.8%-27.7pp |
| Annual return | 13.89% | 19.62%-5.7pp | 42.97%-29.1pp | 17.84%-4.0pp |
| Employer contribution / active EE | $424 | $2,396-82.3% | $3,547-88.0% | $2,790-84.8% |
| Participant deferral / active EE | $1,205 | $3,437-64.9% | $4,924-75.5% | $4,249-71.6% |
| Admin fee / account holder | $1,206 | $8,912-86.5% | $10,340-88.3% | $8,951-86.5% |