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 | $53,209 | $115,814-54.1% | $101,275-47.5% | $158,982-66.5% |
| Participation rate | 52.2% | 79.4%-27.2pp | 75.8%-23.6pp | 82.0%-29.8pp |
| Annual return | 23.18% | 56.16%-33.0pp | 46.48%-23.3pp | 302.99%-279.8pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,970 | $4,958+40.6% | $4,371+59.5% | $5,983+16.5% |
| Admin fee / account holder | $3,552 | $7,249-51.0% | $5,948-40.3% | $11,252-68.4% |