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.
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.
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 | $9,104 | $138,114-93.4% | $125,391-92.7% | $134,545-93.2% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -22.27% | 750.88%-773.2pp | 572.41%-594.7pp | 418.37%-440.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,566 | $7,801-28.7% | $7,448-25.3% | $6,401-13.1% |
| Admin fee / account holder | $5,544 | $11,570-52.1% | $10,009-44.6% | $11,431-51.5% |