Filed March 28, 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 | $109,610 | $109,872-0.2% | $98,483+11.3% | $167,536-34.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 11.86% | 1959.31%-1947.5pp | 1494.38%-1482.5pp | 478.82%-467.0pp |
| Employer contribution / active EE | $4,740 | $3,225+47.0% | $2,961+60.1% | $4,839-2.0% |
| Participant deferral / active EE | $9,858 | $4,673+110.9% | $4,276+130.5% | $6,342+55.4% |
| Admin fee / account holder | $6,953 | $6,757+2.9% | $5,953+16.8% | $12,315-43.5% |