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 | $137,455 | $49,239+179.2% | $70,462+95.1% | $79,858+72.1% |
| Participation rate | 32.7% | 69.2%-36.5pp | 75.1%-42.4pp | 69.6%-36.9pp |
| Annual return | 13.64% | 30.08%-16.4pp | 109.08%-95.4pp | 31.72%-18.1pp |
| Employer contribution / active EE | $554 | $2,100-73.6% | $2,737-79.8% | $2,471-77.6% |
| Participant deferral / active EE | $3,619 | $2,769+30.7% | $3,710-2.5% | $3,740-3.2% |
| Admin fee / account holder | $6,624 | $2,876+130.3% | $3,845+72.3% | $5,306+24.8% |