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 | $95,517 | $142,972-33.2% | $214,702-55.5% | $86,983+9.8% |
| Participation rate | 64.1% | 84.9%-20.8pp | 87.5%-23.4pp | 69.5%-5.5pp |
| Annual return | 14.72% | 18.49%-3.8pp | 54.55%-39.8pp | 25.83%-11.1pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,120 | $6,568-52.5% | $9,147-65.9% | $4,194-25.6% |
| Admin fee / account holder | $8,698 | $17,617-50.6% | $19,830-56.1% | $7,856+10.7% |