Filed December 18, 2018 (most recent of 3 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 | $64,101 | $58,408+9.7% | $180,320-64.5% | $69,733-8.1% |
| Participation rate | 50.4% | 54.2%-3.9pp | 71.5%-21.2pp | 62.5%-12.1pp |
| Annual return | 20.28% | 15.02%+5.3pp | 778.54%-758.3pp | 15.22%+5.1pp |
| Employer contribution / active EE | $1,490 | $1,159+28.5% | $4,108-63.7% | $2,250-33.8% |
| Participant deferral / active EE | $3,468 | $2,723+27.4% | $4,304-19.4% | $3,054+13.6% |
| Admin fee / account holder | $4,155 | $4,205-1.2% | $10,000-58.5% | $3,102+33.9% |