Filed November 20, 2018 (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 | $32,171 | $65,364-50.8% | $92,909-65.4% | $72,975-55.9% |
| Participation rate | 55.6% | 68.3%-12.8pp | 76.0%-20.4pp | 69.5%-13.9pp |
| Annual return | 26.82% | 42.11%-15.3pp | 109.44%-82.6pp | 81.01%-54.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,033 | $3,128+92.9% | $4,238+42.4% | $3,608+67.2% |
| Admin fee / account holder | $471 | $4,251-88.9% | $5,795-91.9% | $5,124-90.8% |