Filed February 5, 2019 (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 | $90,376 | $48,076+88.0% | $78,690+14.9% | $62,891+43.7% |
| Participation rate | 68.1% | 65.2%+2.8pp | 73.6%-5.5pp | 69.3%-1.2pp |
| Annual return | 8.32% | 31.35%-23.0pp | 62.18%-53.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,174 | $2,015-41.7% | $2,851-58.8% | $2,281-48.5% |
| Participant deferral / active EE | $3,569 | $2,588+37.9% | $3,517+1.5% | $3,203+11.4% |
| Admin fee / account holder | $2,747 | $3,207-14.4% | $4,511-39.1% | $4,296-36.1% |