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 | $123,750+66.7% | $69,611+196.3% | $145,877+41.4% |
| Participation rate | 66.7% | 69.2%-2.5pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 13.78% | 192.03%-178.2pp | 101.14%-87.4pp | 551.28%-537.5pp |
| Employer contribution / active EE | $5,352 | $2,672+100.3% | $1,709+213.2% | $4,663+14.8% |
| Participant deferral / active EE | $9,435 | $4,243+122.4% | $2,891+226.4% | $6,691+41.0% |
| Admin fee / account holder | $102,460 | $7,817+1210.8% | $4,696+2082.0% | $13,402+664.5% |