Filed February 28, 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.
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 | $44,901 | $48,078-6.6% | $78,676-42.9% | $62,881-28.6% |
| Participation rate | 67.7% | 65.2%+2.5pp | 73.6%-5.8pp | 69.3%-1.6pp |
| Annual return | 2.59% | 31.36%-28.8pp | 62.19%-59.6pp | 20.14%-17.6pp |
| Employer contribution / active EE | $565 | $2,015-72.0% | $2,850-80.2% | $2,281-75.3% |
| Participant deferral / active EE | $1,723 | $2,587-33.4% | $3,517-51.0% | $3,203-46.2% |
| Admin fee / account holder | $2,202 | $3,206-31.3% | $4,510-51.2% | $4,296-48.7% |