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 | $51,736+23.9% | $120,225-46.7% | $67,986-5.7% |
| Participation rate | 50.4% | 46.1%+4.3pp | 69.6%-19.2pp | 57.2%-6.8pp |
| Annual return | 20.28% | 31.98%-11.7pp | 439.23%-418.9pp | 31.67%-11.4pp |
| Employer contribution / active EE | $1,490 | $1,071+39.0% | $3,475-57.1% | $2,019-26.2% |
| Participant deferral / active EE | $3,468 | $2,206+57.2% | $3,999-13.3% | $3,358+3.3% |
| Admin fee / account holder | $4,155 | $4,159-0.1% | $5,696-27.1% | $3,203+29.7% |