Filed March 17, 2020 (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 | $188,525 | $39,132+381.8% | $57,196+229.6% | $62,881+199.8% |
| Participation rate | 58.8% | 70.5%-11.7pp | 75.3%-16.5pp | 69.3%-10.5pp |
| Annual return | 7.28% | 9.24%-2.0pp | 14.59%-7.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $6,197 | $1,874+230.7% | $2,683+131.0% | $2,281+171.7% |
| Participant deferral / active EE | $3,745 | $2,374+57.7% | $3,096+21.0% | $3,203+16.9% |
| Admin fee / account holder | $3,373 | $2,594+30.0% | $3,141+7.4% | $4,296-21.5% |