Filed October 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.
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 | $36,209 | $157,829-77.1% | $136,867-73.5% | $198,609-81.8% |
| Participation rate | 42.9% | 77.2%-34.3pp | 74.5%-31.7pp | 82.4%-39.5pp |
| Annual return | 6.92% | 51.25%-44.3pp | 42.97%-36.1pp | 202.70%-195.8pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,832 | $5,463-66.5% | $4,924-62.8% | $6,977-73.7% |
| Admin fee / account holder | $18,795 | $11,107+69.2% | $10,340+81.8% | $19,030-1.2% |