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 | $56,121+71.1% | $92,985+3.2% | $64,340+49.2% |
| Participation rate | 50.4% | 44.9%+5.5pp | 69.5%-19.1pp | 55.2%-4.9pp |
| Annual return | 13.39% | 19.19%-5.8pp | 27.99%-14.6pp | 24.14%-10.8pp |
| Employer contribution / active EE | $684 | $1,351-49.4% | $2,662-74.3% | $1,862-63.3% |
| Participant deferral / active EE | $2,464 | $2,362+4.3% | $4,377-43.7% | $2,980-17.3% |
| Admin fee / account holder | $7,444 | $6,869+8.4% | $9,463-21.3% | $3,703+101.1% |