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 | $51,727 | $43,333+19.4% | $59,883-13.6% | $64,181-19.4% |
| Participation rate | 57.8% | 69.2%-11.4pp | 74.7%-16.9pp | 69.6%-11.8pp |
| Annual return | 17.81% | -1.55%+19.4pp | 3.46%+14.4pp | 7.63%+10.2pp |
| Employer contribution / active EE | $1,114 | $2,029-45.1% | $2,722-59.1% | $2,381-53.2% |
| Participant deferral / active EE | $4,111 | $2,547+61.4% | $3,402+20.9% | $3,470+18.5% |
| Admin fee / account holder | $9,091 | $3,006+202.4% | $3,591+153.2% | $4,887+86.0% |