Filed June 8, 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 | $115,423 | $156,398-26.2% | $147,318-21.7% | $138,895-16.9% |
| Participation rate | 65.0% | 83.8%-18.8pp | 82.1%-17.1pp | 79.9%-14.9pp |
| Annual return | 14.80% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $4,003 | $4,853-17.5% | $4,593-12.9% | $4,194-4.6% |
| Participant deferral / active EE | $7,141 | $8,237-13.3% | $7,906-9.7% | $6,396+11.6% |
| Admin fee / account holder | $8,599 | $14,976-42.6% | $13,708-37.3% | $12,562-31.5% |