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 | $63,497 | $57,305+10.8% | $86,640-26.7% | $75,173-15.5% |
| Participation rate | 61.1% | 63.2%-2.1pp | 71.7%-10.6pp | 67.2%-6.1pp |
| Annual return | 8.68% | 2674.24%-2665.6pp | 592.52%-583.8pp | 160.72%-152.0pp |
| Employer contribution / active EE | $581 | $2,316-74.9% | $3,024-80.8% | $2,671-78.3% |
| Participant deferral / active EE | $3,032 | $3,320-8.7% | $4,438-31.7% | $4,126-26.5% |
| Admin fee / account holder | $26,748 | $4,116+549.9% | $5,616+376.3% | $5,651+373.4% |