Filed August 22, 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 | $51,506 | $56,484-8.8% | $169,452-69.6% | $64,181-19.7% |
| Participation rate | 67.5% | 64.5%+3.0pp | 77.8%-10.3pp | 69.6%-2.0pp |
| Annual return | -6.41% | -1.55%-4.9pp | 1.83%-8.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,349 | $1,832-26.4% | $4,157-67.6% | $2,381-43.3% |
| Participant deferral / active EE | $2,529 | $3,448-26.7% | $5,277-52.1% | $3,470-27.1% |
| Admin fee / account holder | $4,770 | $4,174+14.3% | $9,110-47.6% | $4,887-2.4% |