Filed November 7, 2018 (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 | $192,045 | $146,267+31.3% | $197,124-2.6% | $82,448+132.9% |
| Participation rate | 66.2% | 84.0%-17.8pp | 86.7%-20.5pp | 68.1%-1.9pp |
| Annual return | 20.50% | 29.61%-9.1pp | 44.34%-23.8pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,454 | $4,723-48.0% | $6,227-60.6% | $2,551-3.8% |
| Participant deferral / active EE | $3,804 | $7,035-45.9% | $9,135-58.4% | $4,139-8.1% |
| Admin fee / account holder | $2,651 | $14,422-81.6% | $16,298-83.7% | $7,234-63.4% |