Filed December 12, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,621 | $51,638+458.9% | $68,368+322.2% | $82,448+250.1% |
| Participation rate | 68.6% | 63.6%+5.0pp | 73.8%-5.2pp | 68.1%+0.5pp |
| Annual return | 14.88% | 37.53%-22.7pp | 292.57%-277.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $7,847 | $2,047+283.4% | $2,649+196.2% | $2,551+207.6% |
| Participant deferral / active EE | $1,394 | $2,914-52.2% | $4,123-66.2% | $4,139-66.3% |
| Admin fee / account holder | $7,733 | $4,643+66.5% | $5,150+50.2% | $7,234+6.9% |