Filed December 27, 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 | $170,453 | $102,385+66.5% | $147,080+15.9% | $80,935+110.6% |
| Participation rate | 40.5% | 75.9%-35.3pp | 82.2%-41.6pp | 67.7%-27.1pp |
| Annual return | 10.04% | 135.09%-125.1pp | 420.17%-410.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $2,063 | $3,717-44.5% | $4,933-58.2% | $2,757-25.2% |
| Participant deferral / active EE | $5,650 | $6,651-15.0% | $8,066-30.0% | $4,299+31.4% |
| Admin fee / account holder | $1,616 | $7,951-79.7% | $12,989-87.6% | $6,924-76.7% |