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 | $27,674 | $60,119-54.0% | $90,430-69.4% | $79,858-65.3% |
| Participation rate | 36.5% | 65.0%-28.5pp | 72.7%-36.2pp | 69.6%-33.1pp |
| Annual return | 17.65% | 71.94%-54.3pp | 1293.73%-1276.1pp | 31.72%-14.1pp |
| Employer contribution / active EE | $302 | $2,068-85.4% | $3,262-90.8% | $2,471-87.8% |
| Participant deferral / active EE | $1,112 | $2,938-62.1% | $3,963-71.9% | $3,740-70.3% |
| Admin fee / account holder | $4,850 | $3,976+22.0% | $5,613-13.6% | $5,306-8.6% |