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 | $42,559 | $92,743-54.1% | $82,744-48.6% | $134,532-68.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -14.47% | 946.63%-961.1pp | 702.22%-716.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $2,905 | $3,273-11.2% | $3,008-3.4% | $4,741-38.7% |
| Participant deferral / active EE | $2,737 | $4,802-43.0% | $4,395-37.7% | $6,401-57.2% |
| Admin fee / account holder | $4,177 | $5,977-30.1% | $5,325-21.6% | $11,429-63.5% |