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 | $58,204 | $72,177-19.4% | $115,037-49.4% | $59,633-2.4% |
| Participation rate | 35.7% | 72.6%-36.8pp | 81.4%-45.7pp | 68.7%-33.0pp |
| Annual return | 0.23% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,677 | $4,783-44.0% | $6,026-55.6% | $3,192-16.1% |
| Admin fee / account holder | $12,188 | $4,927+147.4% | $8,175+49.1% | $4,297+183.6% |