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 | $158,525 | $138,393+14.5% | $184,256-14.0% | $80,959+95.8% |
| Participation rate | 68.7% | 83.9%-15.2pp | 86.8%-18.2pp | 67.7%+1.0pp |
| Annual return | 20.04% | 20.01%0pp | 28.85%-8.8pp | 35.67%-15.6pp |
| Employer contribution / active EE | $2,302 | $4,847-52.5% | $6,427-64.2% | $2,757-16.5% |
| Participant deferral / active EE | $3,532 | $7,076-50.1% | $9,133-61.3% | $4,300-17.9% |
| Admin fee / account holder | $1,675 | $10,489-84.0% | $13,899-88.0% | $6,925-75.8% |