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 | $86,910 | $102,547-15.2% | $78,210+11.1% | $147,586-41.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 31.42% | 51.08%-19.7pp | 40.90%-9.5pp | 578.59%-547.2pp |
| Employer contribution / active EE | $4,108 | $2,617+57.0% | $2,034+102.0% | $4,876-15.8% |
| Participant deferral / active EE | $6,143 | $3,481+76.5% | $2,823+117.6% | $5,439+12.9% |
| Admin fee / account holder | $3,120 | $5,059-38.3% | $3,758-17.0% | $10,886-71.3% |