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 | $93,345-34.8% | $119,126-48.9% | $87,485-30.5% |
| Participation rate | 48.1% | 68.7%-20.6pp | 75.8%-27.6pp | 68.9%-20.8pp |
| Annual return | 21.66% | 19.08%+2.6pp | 282.11%-260.4pp | 26.06%-4.4pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,955 | $4,099-27.9% | $5,318-44.4% | $4,274-30.9% |
| Admin fee / account holder | $14,591 | $8,039+81.5% | $10,693+36.5% | $7,775+87.7% |