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 | $143,167 | $42,910+233.6% | $60,919+135.0% | $68,490+109.0% |
| Participation rate | 69.6% | 66.8%+2.8pp | 73.1%-3.5pp | 67.9%+1.7pp |
| Annual return | -13.71% | -13.99%+0.3pp | 16.96%-30.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $3,379 | $1,978+70.8% | $2,704+25.0% | $2,597+30.1% |
| Participant deferral / active EE | $2,851 | $2,866-0.5% | $3,814-25.3% | $4,028-29.2% |
| Admin fee / account holder | $33,954 | $3,104+993.7% | $3,228+952.0% | $5,403+528.4% |