Filed January 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 | $206,241 | $123,859+66.5% | $69,632+196.2% | $145,897+41.4% |
| Participation rate | 66.7% | 69.2%-2.5pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 13.78% | 192.49%-178.7pp | 101.32%-87.5pp | 552.29%-538.5pp |
| Employer contribution / active EE | $5,352 | $2,673+100.2% | $1,708+213.3% | $4,663+14.8% |
| Participant deferral / active EE | $9,435 | $4,242+122.4% | $2,889+226.6% | $6,689+41.1% |
| Admin fee / account holder | $102,460 | $7,817+1210.7% | $4,695+2082.1% | $13,390+665.2% |