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 | $21,470 | $53,127-59.6% | $86,597-75.2% | $70,131-69.4% |
| Participation rate | 41.9% | 65.3%-23.4pp | 73.5%-31.7pp | 69.5%-27.7pp |
| Annual return | 21.44% | 27.66%-6.2pp | 964.96%-943.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $1,211 | $2,068-41.5% | $2,840-57.4% | $2,342-48.3% |
| Participant deferral / active EE | $1,900 | $2,696-29.5% | $3,609-47.4% | $3,332-43.0% |
| Admin fee / account holder | $386 | $3,585-89.2% | $4,906-92.1% | $4,645-91.7% |