Filed November 22, 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 | $116,773 | $161,852-27.9% | $92,240+26.6% | - |
| Participation rate | 37.4% | 64.7%-27.4pp | 76.5%-39.1pp | - |
| Annual return | 16.14% | 7.35%+8.8pp | 176.29%-160.2pp | - |
| Employer contribution / active EE | $1,267 | $1,845-31.3% | $3,680-65.6% | - |
| Participant deferral / active EE | $3,020 | $2,669+13.2% | $3,897-22.5% | - |
| Admin fee / account holder | $877 | $7,254-87.9% | $5,194-83.1% | - |