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 | $36,151 | $53,128-32.0% | $86,582-58.2% | $70,126-48.4% |
| Participation rate | 49.1% | 65.3%-16.2pp | 73.5%-24.5pp | 69.5%-20.5pp |
| Annual return | 10.90% | 27.66%-16.8pp | 965.08%-954.2pp | 73.15%-62.2pp |
| Employer contribution / active EE | $315 | $2,068-84.8% | $2,839-88.9% | $2,343-86.6% |
| Participant deferral / active EE | $1,051 | $2,695-61.0% | $3,609-70.9% | $3,332-68.4% |
| Admin fee / account holder | $6,641 | $3,584+85.3% | $4,904+35.4% | $4,645+43.0% |