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 | $20,449 | $57,352-64.3% | $83,831-75.6% | $64,173-68.1% |
| Participation rate | 33.3% | 68.6%-35.3pp | 76.1%-42.8pp | 69.6%-36.2pp |
| Annual return | -5.69% | 11.38%-17.1pp | 850.99%-856.7pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,776 | $2,546-30.2% | $3,631-51.1% | $2,381-25.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,327 | $4,046+130.5% | $5,479+70.2% | $4,887+90.8% |