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 | $54,564 | $48,432+12.7% | $121,204-55.0% | $71,511-23.7% |
| Participation rate | 46.6% | 54.3%-7.7pp | 69.5%-22.9pp | 67.9%-21.3pp |
| Annual return | 15.86% | 23.28%-7.4pp | 987.18%-971.3pp | 28.86%-13.0pp |
| Employer contribution / active EE | $873 | $1,493-41.5% | $4,170-79.1% | $2,589-66.3% |
| Participant deferral / active EE | $2,666 | $2,756-3.3% | $4,083-34.7% | $4,291-37.9% |
| Admin fee / account holder | $15,850 | $1,845+759.2% | $5,651+180.5% | $1,588+897.8% |