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 | $37,769 | $49,177-23.2% | $79,467-52.5% | $64,173-41.1% |
| Participation rate | 49.0% | 65.0%-16.0pp | 73.3%-24.3pp | 69.6%-20.5pp |
| Annual return | 8.12% | -1.16%+9.3pp | 718.30%-710.2pp | 7.63%+0.5pp |
| Employer contribution / active EE | $356 | $2,076-82.9% | $2,800-87.3% | $2,381-85.1% |
| Participant deferral / active EE | $1,107 | $2,821-60.8% | $3,704-70.1% | $3,470-68.1% |
| Admin fee / account holder | $379 | $3,839-90.1% | $5,104-92.6% | $4,887-92.2% |