Filed March 6, 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 | $74,954 | $46,877+59.9% | $122,354-38.7% | $70,126+6.9% |
| Participation rate | 64.7% | 58.2%+6.5pp | 71.6%-6.9pp | 69.5%-4.8pp |
| Annual return | 17.34% | 24.22%-6.9pp | 30.28%-12.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,952 | $1,288+51.5% | $4,051-51.8% | $2,343-16.7% |
| Participant deferral / active EE | $3,332 | $2,167+53.8% | $3,287+1.4% | $3,3320% |
| Admin fee / account holder | $3,673 | $3,324+10.5% | $5,479-33.0% | $4,645-20.9% |