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 | $74,981 | $110,337-32.0% | $102,383-26.8% | $145,877-48.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.35% | 24.83%-11.5pp | 24.94%-11.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,527 | $5,621+33.9% | $5,060+48.8% | $6,691+12.5% |
| Admin fee / account holder | $18,205 | $9,750+86.7% | $8,391+117.0% | $13,402+35.8% |