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 | $77,770 | $125,797-38.2% | $170,057-54.3% | $75,177+3.4% |
| Participation rate | 62.5% | 83.6%-21.1pp | 87.0%-24.5pp | 67.2%-4.7pp |
| Annual return | 24.33% | 27.20%-2.9pp | 53.42%-29.1pp | 160.75%-136.4pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,425 | $6,838-49.9% | $10,411-67.1% | $4,126-17.0% |
| Admin fee / account holder | $1,211 | $8,177-85.2% | $12,826-90.6% | $5,651-78.6% |