Filed January 21, 2019 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,358 | $138,076-83.8% | $123,553-81.9% | $135,380-83.5% |
| Participation rate | 58.8% | 84.7%-25.9pp | 82.3%-23.5pp | 82.6%-23.8pp |
| Annual return | -10.00% | 153.70%-163.7pp | 119.21%-129.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,869 | $6,800-57.8% | $6,426-55.3% | $5,609-48.8% |
| Admin fee / account holder | $533 | $10,917-95.1% | $9,284-94.3% | $10,828-95.1% |