Filed October 1, 2018
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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 | $32,999 | $138,078-76.1% | $125,363-73.7% | $134,509-75.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -19.38% | 750.49%-769.9pp | 572.15%-591.5pp | 418.13%-437.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,888 | $7,800-11.7% | $7,447-7.5% | $6,400+7.6% |
| Admin fee / account holder | $4,754 | $11,566-58.9% | $10,005-52.5% | $11,427-58.4% |