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 | $136,967 | $125,797+8.9% | $170,043-19.5% | $75,173+82.2% |
| Participation rate | 62.7% | 83.6%-20.9pp | 87.0%-24.3pp | 67.2%-4.5pp |
| Annual return | 23.80% | 27.20%-3.4pp | 53.40%-29.6pp | 160.72%-136.9pp |
| Employer contribution / active EE | $1,995 | $4,616-56.8% | $6,790-70.6% | $2,671-25.3% |
| Participant deferral / active EE | $3,257 | $6,838-52.4% | $10,410-68.7% | $4,126-21.1% |
| Admin fee / account holder | $8,274 | $8,177+1.2% | $12,824-35.5% | $5,651+46.4% |