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 | $43,473 | $65,434-33.6% | $98,483-55.9% | $85,847-49.4% |
| Participation rate | 46.5% | 65.0%-18.5pp | 73.3%-26.8pp | 69.3%-22.8pp |
| Annual return | 22.80% | 21.75%+1.1pp | 1494.38%-1471.6pp | 318.61%-295.8pp |
| Employer contribution / active EE | $52 | $2,169-97.6% | $2,961-98.2% | $2,565-98.0% |
| Participant deferral / active EE | $1,031 | $3,168-67.5% | $4,276-75.9% | $3,952-73.9% |
| Admin fee / account holder | $14,014 | $4,595+205.0% | $5,953+135.4% | $6,261+123.8% |