Filed July 23, 2018
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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 | $132,502 | $150,446-11.9% | $136,297-2.8% | $147,585-10.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 14.28% | 1049.14%-1034.9pp | 5156.19%-5141.9pp | 578.58%-564.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,737 | $6,631-28.6% | $6,247-24.2% | $5,439-12.9% |
| Admin fee / account holder | $27,822 | $10,906+155.1% | $9,244+201.0% | $10,886+155.6% |