Filed November 12, 2019 (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 | $64,212 | $102,595-37.4% | $94,057-31.7% | $154,746-58.5% |
| Participation rate | 52.9% | 76.0%-23.1pp | 73.3%-20.4pp | 80.7%-27.8pp |
| Annual return | 12.33% | 583.42%-571.1pp | 480.62%-468.3pp | 172.34%-160.0pp |
| Employer contribution / active EE | $3,148 | $3,1470% | $2,933+7.3% | $4,379-28.1% |
| Participant deferral / active EE | $3,599 | $5,118-29.7% | $4,709-23.6% | $6,730-46.5% |
| Admin fee / account holder | $6,274 | $7,736-18.9% | $7,244-13.4% | $14,365-56.3% |