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 | $84,986 | $54,674+55.4% | $76,089+11.7% | $74,429+14.2% |
| Participation rate | 46.9% | 60.3%-13.4pp | 69.1%-22.2pp | 67.2%-20.3pp |
| Annual return | 10.90% | 31.89%-21.0pp | 360.94%-350.0pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $622 | $1,781-65.1% | $2,690-76.9% | $2,625-76.3% |
| Participant deferral / active EE | $2,085 | $3,071-32.1% | $4,259-51.0% | $4,348-52.0% |
| Admin fee / account holder | $14,376 | $2,238+542.4% | $6,418+124.0% | $1,944+639.4% |