Filed April 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 | $23,852 | $84,685-71.8% | $73,836-67.7% | $125,389-81.0% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | -0.22% | 3123.80%-3124.0pp | 2268.06%-2268.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $2,531 | $3,123-19.0% | $2,787-9.2% | $4,866-48.0% |
| Participant deferral / active EE | $2,542 | $3,993-36.3% | $3,583-29.1% | $5,352-52.5% |
| Admin fee / account holder | $1,089 | $5,694-80.9% | $4,882-77.7% | $9,541-88.6% |