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 | $96,152 | $87,834+9.5% | $133,975-28.2% | $62,881+52.9% |
| Participation rate | 68.2% | 83.4%-15.2pp | 87.1%-18.9pp | 69.3%-1.1pp |
| Annual return | 7.72% | 12.05%-4.3pp | 29.29%-21.6pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,594 | $3,482-54.2% | $5,211-69.4% | $2,281-30.1% |
| Participant deferral / active EE | $2,504 | $4,812-48.0% | $6,282-60.1% | $3,203-21.8% |
| Admin fee / account holder | $19,429 | $5,372+261.6% | $9,324+108.4% | $4,296+352.3% |