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.
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 | $75,653 | $65,434+15.6% | $98,483-23.2% | $85,847-11.9% |
| Participation rate | 64.8% | 65.0%-0.2pp | 73.3%-8.5pp | 69.3%-4.5pp |
| Annual return | 24.22% | 21.75%+2.5pp | 1494.38%-1470.2pp | 318.61%-294.4pp |
| Employer contribution / active EE | $109 | $2,169-95.0% | $2,961-96.3% | $2,565-95.7% |
| Participant deferral / active EE | $2,239 | $3,168-29.3% | $4,276-47.6% | $3,952-43.3% |
| Admin fee / account holder | $1,254 | $4,595-72.7% | $5,953-78.9% | $6,261-80.0% |