Filed February 3, 2020 (most recent of 4 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,486,790 | $81,474+1724.9% | $133,971+1009.8% | $73,493+1923.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 79.8%-79.8pp | 70.7%-70.7pp |
| Annual return | 16.75% | 19.40%-2.7pp | 45.09%-28.3pp | 28.51%-11.8pp |
| Employer contribution / active EE | $4,948 | $2,209+124.0% | $3,919+26.3% | $2,270+118.0% |
| Participant deferral / active EE | $5,894 | $3,786+55.7% | $5,047+16.8% | $3,740+57.6% |
| Admin fee / account holder | $4,056 | $713+468.8% | $8,929-54.6% | $513+690.6% |