Filed August 22, 2018 (most recent of 3 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 | $85,764 | $138,393-38.0% | $184,256-53.5% | $80,959+5.9% |
| Participation rate | 67.2% | 83.9%-16.7pp | 86.8%-19.6pp | 67.7%-0.5pp |
| Annual return | 20.72% | 20.01%+0.7pp | 28.85%-8.1pp | 35.67%-14.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,148 | $7,076-55.5% | $9,133-65.5% | $4,300-26.8% |
| Admin fee / account holder | $5,081 | $10,489-51.6% | $13,899-63.4% | $6,925-26.6% |