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 | $155,990 | $146,267+6.6% | $197,124-20.9% | $82,448+89.2% |
| Participation rate | 65.4% | 84.0%-18.6pp | 86.7%-21.3pp | 68.1%-2.7pp |
| Annual return | 13.69% | 29.61%-15.9pp | 44.34%-30.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $3,680 | $4,723-22.1% | $6,227-40.9% | $2,551+44.3% |
| Participant deferral / active EE | $4,892 | $7,035-30.5% | $9,135-46.4% | $4,139+18.2% |
| Admin fee / account holder | $22,031 | $14,422+52.8% | $16,298+35.2% | $7,234+204.5% |