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 | $65,275 | $106,247-38.6% | $96,515-32.4% | $139,466-53.2% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 19.45% | 38.47%-19.0pp | 35.73%-16.3pp | 373.66%-354.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,680 | $5,456+22.4% | $4,880+36.9% | $6,712-0.5% |
| Admin fee / account holder | $9,263 | $7,885+17.5% | $6,735+37.5% | $11,409-18.8% |