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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,209 | $102,595-64.7% | $94,057-61.5% | $154,746-76.6% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 6.92% | 583.42%-576.5pp | 480.62%-473.7pp | 172.34%-165.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,832 | $5,118-64.2% | $4,709-61.1% | $6,730-72.8% |
| Admin fee / account holder | $18,795 | $7,736+143.0% | $7,244+159.4% | $14,365+30.8% |