Filed June 16, 2020 (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 | $87,751 | $87,834-0.1% | $133,975-34.5% | $62,881+39.6% |
| Participation rate | 60.6% | 83.4%-22.8pp | 87.1%-26.5pp | 69.3%-8.7pp |
| Annual return | 6.36% | 12.05%-5.7pp | 29.29%-22.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,711 | $3,482-50.9% | $5,211-67.2% | $2,281-25.0% |
| Participant deferral / active EE | $3,721 | $4,812-22.7% | $6,282-40.8% | $3,203+16.2% |
| Admin fee / account holder | $4,075 | $5,372-24.2% | $9,324-56.3% | $4,296-5.1% |