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 | $107,133 | $109,863-2.5% | $98,477+8.8% | $167,518-36.0% |
| Participation rate | 16.7% | 75.8%-59.2pp | 73.3%-56.7pp | 82.1%-65.4pp |
| Annual return | 9.61% | 1958.09%-1948.5pp | 1493.59%-1484.0pp | 478.71%-469.1pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,124 | $4,673-75.9% | $4,276-73.7% | $6,342-82.3% |
| Admin fee / account holder | $31,387 | $6,755+364.6% | $5,951+427.4% | $12,312+154.9% |