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 | $99,316 | $103,008-3.6% | $90,304+10.0% | $152,897-35.0% |
| Participation rate | 27.8% | 75.9%-48.1pp | 73.3%-45.5pp | 82.5%-54.7pp |
| Annual return | 21.10% | 95.22%-74.1pp | 78.13%-57.0pp | 345.43%-324.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,772 | $4,281-58.6% | $3,885-54.4% | $5,851-69.7% |
| Admin fee / account holder | $1,354 | $6,175-78.1% | $5,354-74.7% | $11,599-88.3% |