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 | $83,635 | $160,028-47.7% | $147,080-43.1% | $145,884-42.7% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 11.47% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $4,332 | $5,286-18.0% | $4,933-12.2% | $4,662-7.1% |
| Participant deferral / active EE | $9,332 | $8,422+10.8% | $8,066+15.7% | $6,690+39.5% |
| Admin fee / account holder | $11,803 | $15,030-21.5% | $12,989-9.1% | $13,392-11.9% |