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 | $77,228 | $55,449+39.3% | $83,831-7.9% | $56,289+37.2% |
| Participation rate | 55.3% | 68.0%-12.7pp | 76.1%-20.8pp | 69.9%-14.5pp |
| Annual return | -6.92% | -1.38%-5.5pp | 850.99%-857.9pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,459 | $2,430-40.0% | $3,631-59.8% | $2,111-30.9% |
| Participant deferral / active EE | $3,532 | $2,935+20.3% | $4,082-13.5% | $3,350+5.4% |
| Admin fee / account holder | $4,655 | $656+609.5% | $5,479-15.0% | $521+793.5% |