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 | $208,081 | $122,962+69.2% | $71,585+190.7% | $138,895+49.8% |
| Participation rate | 61.5% | 68.9%-7.3pp | 68.2%-6.6pp | 79.9%-18.4pp |
| Annual return | 16.81% | 37.84%-21.0pp | 59.26%-42.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $4,124 | $2,620+57.4% | $1,669+147.1% | $4,194-1.7% |
| Participant deferral / active EE | $6,310 | $4,311+46.4% | $2,923+115.8% | $6,396-1.3% |
| Admin fee / account holder | $23,526 | $6,488+262.6% | $4,712+399.3% | $12,562+87.3% |