Filed January 31, 2020
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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 | $56,609 | $54,357+4.1% | $82,706-31.6% | $68,495-17.4% |
| Participation rate | 0.0% | 63.9%-63.9pp | 72.6%-72.6pp | 67.9%-67.9pp |
| Annual return | -16.78% | -13.67%-3.1pp | 701.76%-718.5pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,029 | $2,218+126.7% | $3,007+67.2% | $2,596+93.7% |
| Participant deferral / active EE | $6,726 | $3,246+107.2% | $4,394+53.1% | $4,028+67.0% |
| Admin fee / account holder | $2,577 | $4,396-41.4% | $5,329-51.6% | $5,403-52.3% |