Filed May 10, 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 | $45,046 | $45,0500% | $63,018-28.5% | $70,126-35.8% |
| Participation rate | 55.3% | 69.5%-14.2pp | 74.8%-19.5pp | 69.5%-14.3pp |
| Annual return | 16.63% | 18.76%-2.1pp | 87.62%-71.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,632 | $2,052-20.4% | $2,761-40.9% | $2,343-30.3% |
| Participant deferral / active EE | $5,011 | $2,466+103.3% | $3,330+50.5% | $3,332+50.4% |
| Admin fee / account holder | $3,436 | $2,834+21.2% | $3,601-4.6% | $4,645-26.0% |