Filed October 18, 2019 (most recent of 2 filings on file)
Total covered: 312 employees
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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,818,761 | $99,079+4763.5% | $78,002+6077.8% | $273,973+1658.8% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.5%-75.5pp | 83.0%-83.0pp |
| Annual return | -3.59% | 217.93%-221.5pp | 425.99%-429.6pp | 41.46%-45.0pp |
| Employer contribution / active EE | $18,682 | $3,308+464.8% | $2,470+656.3% | $4,869+283.7% |
| Participant deferral / active EE | $12,291 | $4,306+185.4% | $3,497+251.5% | $5,287+132.5% |
| Admin fee / account holder | $94,510 | $8,954+955.5% | $5,481+1624.4% | $10,133+832.7% |