Filed January 22, 2020 (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 | $21,825 | $90,486-75.9% | $78,676-72.3% | $273,972-92.0% |
| Participation rate | 58.8% | 76.5%-17.7pp | 73.6%-14.7pp | 83.0%-24.2pp |
| Annual return | 9.47% | 75.62%-66.2pp | 62.19%-52.7pp | 41.46%-32.0pp |
| Employer contribution / active EE | $1,733 | $3,175-45.4% | $2,850-39.2% | $4,869-64.4% |
| Participant deferral / active EE | $2,629 | $3,901-32.6% | $3,517-25.2% | $5,287-50.3% |
| Admin fee / account holder | $346 | $5,263-93.4% | $4,510-92.3% | $10,133-96.6% |