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 | $52,581+21.9% | $130,788-51.0% | $64,340-0.4% |
| Participation rate | 50.4% | 46.5%+3.8pp | 70.1%-19.7pp | 55.2%-4.9pp |
| Annual return | 20.28% | 20.39%-0.1pp | 386.44%-366.2pp | 24.14%-3.9pp |
| Employer contribution / active EE | $1,490 | $1,031+44.5% | $3,558-58.1% | $1,862-20.0% |
| Participant deferral / active EE | $3,468 | $2,200+57.6% | $4,137-16.2% | $2,980+16.4% |
| Admin fee / account holder | $4,155 | $4,583-9.4% | $6,673-37.7% | $3,703+12.2% |