Filed February 5, 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 | $96,006 | $55,932+71.6% | $76,735+25.1% | $67,986+41.2% |
| Participation rate | 50.4% | 50.8%-0.4pp | 69.5%-19.1pp | 57.2%-6.8pp |
| Annual return | 13.39% | 23.10%-9.7pp | 29.77%-16.4pp | 31.67%-18.3pp |
| Employer contribution / active EE | $684 | $1,487-54.0% | $2,454-72.1% | $2,019-66.1% |
| Participant deferral / active EE | $2,464 | $2,558-3.7% | $4,088-39.7% | $3,358-26.6% |
| Admin fee / account holder | $7,444 | $4,907+51.7% | $7,189+3.5% | $3,203+132.4% |