Filed April 4, 2018 (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 | $60,845 | $88,672-31.4% | $105,223-42.2% | $82,448-26.2% |
| Participation rate | 48.1% | 67.9%-19.8pp | 75.0%-26.9pp | 68.1%-19.9pp |
| Annual return | 21.66% | 30.86%-9.2pp | 180.65%-159.0pp | 41.64%-20.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,955 | $4,036-26.8% | $5,072-41.7% | $4,139-28.6% |
| Admin fee / account holder | $14,591 | $7,146+104.2% | $8,859+64.7% | $7,234+101.7% |