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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,312 | $165,399-71.4% | $149,745-68.4% | $158,982-70.2% |
| Participation rate | 60.9% | 84.6%-23.7pp | 82.5%-21.6pp | 82.0%-21.1pp |
| Annual return | 14.87% | 348.34%-333.5pp | 276.72%-261.8pp | 302.99%-288.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,844 | $7,183-46.5% | $6,843-43.8% | $5,983-35.8% |
| Admin fee / account holder | $850 | $10,811-92.1% | $9,312-90.9% | $11,252-92.4% |