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 | $44,575 | $54,763-18.6% | $90,324-50.7% | $72,976-38.9% |
| Participation rate | 41.2% | 65.2%-24.0pp | 73.3%-32.1pp | 69.5%-28.3pp |
| Annual return | 5.85% | 30.63%-24.8pp | 78.15%-72.3pp | 81.02%-75.2pp |
| Employer contribution / active EE | $316 | $2,093-84.9% | $2,856-88.9% | $2,440-87.1% |
| Participant deferral / active EE | $1,275 | $2,887-55.8% | $3,885-67.2% | $3,608-64.6% |
| Admin fee / account holder | $573 | $3,973-85.6% | $5,356-89.3% | $5,124-88.8% |