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 | $68,419 | $43,730+56.5% | $121,220-43.6% | $64,173+6.6% |
| Participation rate | 67.7% | 58.3%+9.3pp | 71.8%-4.1pp | 69.6%-1.9pp |
| Annual return | -6.89% | 68.94%-75.8pp | 16.94%-23.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,175 | $1,297+67.8% | $4,023-45.9% | $2,381-8.6% |
| Participant deferral / active EE | $3,871 | $2,281+69.7% | $3,345+15.7% | $3,470+11.6% |
| Admin fee / account holder | $2,616 | $3,502-25.3% | $5,021-47.9% | $4,887-46.5% |