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 | $100,654 | $57,330+75.6% | $86,656+16.2% | $75,177+33.9% |
| Participation rate | 57.9% | 63.2%-5.3pp | 71.7%-13.8pp | 67.2%-9.3pp |
| Annual return | 17.38% | 2675.40%-2658.0pp | 593.09%-575.7pp | 160.75%-143.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,337 | $3,320-29.6% | $4,439-47.4% | $4,126-43.4% |
| Admin fee / account holder | $10,848 | $4,115+163.6% | $5,619+93.1% | $5,651+92.0% |