Filed October 4, 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 | $28,791 | $55,449-48.1% | $83,830-65.7% | $56,287-48.8% |
| Participation rate | 45.7% | 68.0%-22.3pp | 76.1%-30.4pp | 69.9%-24.1pp |
| Annual return | -7.56% | -1.38%-6.2pp | 850.97%-858.5pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,217 | $2,430-49.9% | $3,631-66.5% | $2,111-42.4% |
| Participant deferral / active EE | $2,095 | $2,935-28.6% | $4,082-48.7% | $3,350-37.4% |
| Admin fee / account holder | $5,645 | $656+760.6% | $5,479+3.0% | $521+983.7% |