Filed March 11, 2019 (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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,253 | $165,399-96.2% | $149,745-95.8% | $158,982-96.1% |
| Participation rate | 46.2% | 84.6%-38.4pp | 82.5%-36.3pp | 82.0%-35.8pp |
| Annual return | 33.48% | 348.34%-314.9pp | 276.72%-243.2pp | 302.99%-269.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,014 | $7,183-72.0% | $6,843-70.6% | $5,983-66.3% |
| Admin fee / account holder | $3,856 | $10,811-64.3% | $9,312-58.6% | $11,252-65.7% |