Filed May 28, 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 | $54,694 | $73,863-26.0% | $143,797-62.0% | $68,490-20.1% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.7pp | 67.9%-1.2pp |
| Annual return | -25.16% | 0.91%-26.1pp | -0.04%-25.1pp | -7.85%-17.3pp |
| Employer contribution / active EE | $3,950 | $3,185+24.0% | $4,952-20.2% | $2,597+52.1% |
| Participant deferral / active EE | $5,750 | $3,385+69.9% | $5,638+2.0% | $4,028+42.8% |
| Admin fee / account holder | $1,114 | $5,756-80.7% | $14,679-92.4% | $5,403-79.4% |