Filed December 20, 2017 (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 | $109,527 | $58,234+88.1% | $81,783+33.9% | $80,874+35.4% |
| Participation rate | 57.5% | 63.4%-5.9pp | 72.4%-14.9pp | 67.6%-10.1pp |
| Annual return | 13.52% | 41.70%-28.2pp | 775.05%-761.5pp | 35.62%-22.1pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,815 | $3,283-44.7% | $4,320-58.0% | $4,297-57.8% |
| Admin fee / account holder | $7,640 | $4,982+53.4% | $7,380+3.5% | $6,935+10.2% |