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 | $31,479 | $103,038-69.4% | $90,324-65.1% | $152,909-79.4% |
| Participation rate | 52.4% | 75.9%-23.5pp | 73.3%-20.9pp | 82.5%-30.1pp |
| Annual return | 16.16% | 95.25%-79.1pp | 78.15%-62.0pp | 345.46%-329.3pp |
| Employer contribution / active EE | $1,348 | $3,141-57.1% | $2,856-52.8% | $4,764-71.7% |
| Participant deferral / active EE | $1,034 | $4,282-75.8% | $3,885-73.4% | $5,851-82.3% |
| Admin fee / account holder | $721 | $6,177-88.3% | $5,356-86.5% | $11,601-93.8% |