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 | $97,660 | $56,894+71.7% | $84,753+15.2% | $62,881+55.3% |
| Participation rate | 40.5% | 68.5%-28.0pp | 76.6%-36.1pp | 69.3%-28.8pp |
| Annual return | 10.25% | 6.30%+3.9pp | 22.78%-12.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,188 | $2,400-50.5% | $3,574-66.8% | $2,281-47.9% |
| Participant deferral / active EE | $2,878 | $2,709+6.2% | $3,712-22.5% | $3,203-10.1% |
| Admin fee / account holder | $593 | $3,581-83.4% | $5,333-88.9% | $4,296-86.2% |