Filed February 11, 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 | $118,576 | $176,402-32.8% | $134,162-11.6% | $158,982-25.4% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.9pp | 82.0%-48.6pp |
| Annual return | 15.50% | 63.66%-48.2pp | 36.35%-20.8pp | 302.99%-287.5pp |
| Employer contribution / active EE | $2,997 | $5,042-40.6% | $3,705-19.1% | $4,763-37.1% |
| Participant deferral / active EE | $2,435 | $4,093-40.5% | $3,500-30.4% | $5,983-59.3% |
| Admin fee / account holder | $6,523 | $8,719-25.2% | $6,685-2.4% | $11,252-42.0% |