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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,062 | $52,884-46.9% | $84,753-66.9% | $55,167-49.1% |
| Participation rate | 21.5% | 67.5%-46.0pp | 76.6%-55.1pp | 69.0%-47.5pp |
| Annual return | 7.04% | 18.03%-11.0pp | 22.78%-15.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $524 | $2,233-76.6% | $3,574-85.3% | $1,963-73.3% |
| Participant deferral / active EE | $917 | $2,644-65.3% | $3,712-75.3% | $3,054-70.0% |
| Admin fee / account holder | $3,402 | $581+485.8% | $5,333-36.2% | $504+575.1% |