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 | $145,431+7.3% | $211,142-26.1% | $87,485+78.3% |
| Participation rate | 65.4% | 84.7%-19.4pp | 87.3%-21.9pp | 68.9%-3.5pp |
| Annual return | 13.69% | 27.21%-13.5pp | 46.84%-33.1pp | 26.06%-12.4pp |
| Employer contribution / active EE | $3,680 | $4,662-21.1% | $6,442-42.9% | $2,596+41.7% |
| Participant deferral / active EE | $4,892 | $6,859-28.7% | $9,284-47.3% | $4,274+14.5% |
| Admin fee / account holder | $22,031 | $17,052+29.2% | $19,076+15.5% | $7,775+183.4% |