Filed April 30, 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.
Employer 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 | $61,458 | $100,041-38.6% | $149,718-59.0% | $70,131-12.4% |
| Participation rate | 57.5% | 83.6%-26.1pp | 87.1%-29.6pp | 69.5%-12.0pp |
| Annual return | 20.20% | 27.43%-7.2pp | 1501.70%-1481.5pp | 73.14%-52.9pp |
| Employer contribution / active EE | $655 | $3,662-82.1% | $5,444-88.0% | $2,342-72.0% |
| Participant deferral / active EE | $2,957 | $4,983-40.6% | $6,568-55.0% | $3,332-11.2% |
| Admin fee / account holder | $2,020 | $8,286-75.6% | $11,283-82.1% | $4,645-56.5% |