Filed January 27, 2020 (most recent of 3 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 | $59,166 | $94,529-37.4% | $140,019-57.7% | $64,173-7.8% |
| Participation rate | 57.8% | 84.1%-26.3pp | 87.5%-29.7pp | 69.6%-11.8pp |
| Annual return | -4.15% | 7.77%-11.9pp | 651.15%-655.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $325 | $3,812-91.5% | $5,605-94.2% | $2,381-86.3% |
| Participant deferral / active EE | $2,472 | $5,250-52.9% | $6,927-64.3% | $3,470-28.8% |
| Admin fee / account holder | $13,029 | $6,741+93.3% | $10,705+21.7% | $4,887+166.6% |