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 | $62,242+54.2% | $105,582-9.1% | $69,733+37.7% |
| Participation rate | 50.4% | 47.3%+3.1pp | 71.8%-21.4pp | 62.5%-12.1pp |
| Annual return | 13.39% | 15.40%-2.0pp | 18.61%-5.2pp | 15.22%-1.8pp |
| Employer contribution / active EE | $684 | $1,558-56.1% | $2,984-77.1% | $2,250-69.6% |
| Participant deferral / active EE | $2,464 | $2,462+0.1% | $4,353-43.4% | $3,054-19.3% |
| Admin fee / account holder | $7,444 | $4,615+61.3% | $12,856-42.1% | $3,102+140.0% |