Filed February 20, 2018 (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 | $77,621 | $90,607-14.3% | $79,467-2.3% | $135,380-42.7% |
| Participation rate | 26.1% | 76.0%-50.0pp | 73.3%-47.3pp | 82.6%-56.6pp |
| Annual return | 4.53% | 977.74%-973.2pp | 718.30%-713.8pp | 519.81%-515.3pp |
| Employer contribution / active EE | $1,163 | $3,068-62.1% | $2,800-58.5% | $4,779-75.7% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,672 | $5,895+47.1% | $5,104+69.9% | $10,828-19.9% |