Filed August 27, 2018 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,295 | $50,464-43.9% | $75,784-62.7% | $52,331-45.9% |
| Participation rate | 19.1% | 66.8%-47.7pp | 75.8%-56.7pp | 68.1%-49.0pp |
| Annual return | -4.34% | 1.03%-5.4pp | 9.68%-14.0pp | 4.54%-8.9pp |
| Employer contribution / active EE | $467 | $1,988-76.5% | $3,323-85.9% | $1,882-75.2% |
| Participant deferral / active EE | $797 | $2,570-69.0% | $3,652-78.2% | $3,022-73.6% |
| Admin fee / account holder | $1,869 | $1,103+69.4% | $5,300-64.7% | $592+215.8% |