Filed September 24, 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.
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 | $54,460 | $48,078+13.3% | $78,676-30.8% | $62,881-13.4% |
| Participation rate | 60.9% | 65.2%-4.3pp | 73.6%-12.7pp | 69.3%-8.4pp |
| Annual return | -0.98% | 31.36%-32.3pp | 62.19%-63.2pp | 20.14%-21.1pp |
| Employer contribution / active EE | $577 | $2,015-71.4% | $2,850-79.8% | $2,281-74.7% |
| Participant deferral / active EE | $1,910 | $2,587-26.2% | $3,517-45.7% | $3,203-40.4% |
| Admin fee / account holder | $3,843 | $3,206+19.9% | $4,510-14.8% | $4,296-10.5% |