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 | $97,516 | $100,060-2.5% | $149,721-34.9% | $70,126+39.1% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.1%-20.4pp | 69.5%-2.9pp |
| Annual return | 19.43% | 27.46%-8.0pp | 1501.67%-1482.2pp | 73.15%-53.7pp |
| Employer contribution / active EE | $1,808 | $3,661-50.6% | $5,444-66.8% | $2,343-22.8% |
| Participant deferral / active EE | $3,516 | $4,982-29.4% | $6,568-46.5% | $3,332+5.5% |
| Admin fee / account holder | $9,458 | $8,285+14.1% | $11,282-16.2% | $4,645+103.6% |