Filed March 21, 2018 (most recent of 4 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 | $137,701 | $138,393-0.5% | $184,256-25.3% | $80,959+70.1% |
| Participation rate | 63.0% | 83.9%-20.9pp | 86.8%-23.9pp | 67.7%-4.7pp |
| Annual return | 13.06% | 20.01%-7.0pp | 28.85%-15.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $3,342 | $4,847-31.0% | $6,427-48.0% | $2,757+21.2% |
| Participant deferral / active EE | $4,290 | $7,076-39.4% | $9,133-53.0% | $4,300-0.3% |
| Admin fee / account holder | $1,462 | $10,489-86.1% | $13,899-89.5% | $6,925-78.9% |