Filed October 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 | $28,590 | $106,008-73.0% | $92,240-69.0% | $147,586-80.6% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 12.34% | 50.05%-37.7pp | 176.29%-164.0pp | 578.59%-566.3pp |
| Employer contribution / active EE | $888 | $4,333-79.5% | $3,680-75.9% | $4,876-81.8% |
| Participant deferral / active EE | $1,823 | $4,478-59.3% | $3,897-53.2% | $5,439-66.5% |
| Admin fee / account holder | $9,054 | $6,333+43.0% | $5,194+74.3% | $10,886-16.8% |