Filed April 30, 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 | $86,225 | $123,793-30.3% | $177,827-51.5% | $79,858+8.0% |
| Participation rate | 62.5% | 84.7%-22.2pp | 87.7%-25.2pp | 69.6%-7.1pp |
| Annual return | 17.29% | 22.82%-5.5pp | 48.32%-31.0pp | 31.72%-14.4pp |
| Employer contribution / active EE | $1,839 | $4,095-55.1% | $5,918-68.9% | $2,471-25.6% |
| Participant deferral / active EE | $3,571 | $5,956-40.1% | $7,713-53.7% | $3,740-4.5% |
| Admin fee / account holder | $5,372 | $7,243-25.8% | $12,429-56.8% | $5,306+1.2% |