Filed November 22, 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 | $103,269 | $52,678+96.0% | $75,784+36.3% | $59,633+73.2% |
| Participation rate | 32.9% | 67.2%-34.3pp | 75.8%-42.9pp | 68.7%-35.8pp |
| Annual return | 1.18% | 2.95%-1.8pp | 9.68%-8.5pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $1,072 | $2,193-51.1% | $3,323-67.7% | $2,203-51.3% |
| Participant deferral / active EE | $2,527 | $2,591-2.5% | $3,652-30.8% | $3,192-20.8% |
| Admin fee / account holder | $14,408 | $3,610+299.1% | $5,300+171.9% | $4,297+235.3% |