Filed April 24, 2019
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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 | $52,314 | $197,819-73.6% | $155,789-66.4% | $125,389-58.3% |
| Participation rate | 62.5% | 82.1%-19.6pp | 76.1%-13.6pp | 83.2%-20.7pp |
| Annual return | -1.52% | 86.73%-88.3pp | 71.54%-73.1pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,016 | $4,850-58.4% | $3,839-47.5% | $4,866-58.6% |
| Participant deferral / active EE | $3,303 | $5,631-41.3% | $4,798-31.2% | $5,352-38.3% |
| Admin fee / account holder | $24,062 | $9,544+152.1% | $7,477+221.8% | $9,541+152.2% |