Filed January 8, 2018 (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 | $145,767 | $60,139+142.4% | $90,461+61.1% | $79,856+82.5% |
| Participation rate | 69.8% | 65.0%+4.8pp | 72.7%-2.9pp | 69.6%+0.1pp |
| Annual return | 23.26% | 71.96%-48.7pp | 1294.76%-1271.5pp | 31.71%-8.4pp |
| Employer contribution / active EE | $1,325 | $2,069-35.9% | $3,264-59.4% | $2,471-46.4% |
| Participant deferral / active EE | $4,921 | $2,939+67.5% | $3,964+24.1% | $3,741+31.6% |
| Admin fee / account holder | $11,923 | $3,978+199.7% | $5,617+112.3% | $5,306+124.7% |