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 | $57,921 | $94,529-38.7% | $140,019-58.6% | $64,181-9.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 87.5%-27.5pp | 69.6%-9.6pp |
| Annual return | -4.58% | 7.77%-12.3pp | 651.15%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $814 | $3,812-78.6% | $5,605-85.5% | $2,381-65.8% |
| Participant deferral / active EE | $3,704 | $5,250-29.4% | $6,927-46.5% | $3,470+6.8% |
| Admin fee / account holder | $10,549 | $6,741+56.5% | $10,705-1.5% | $4,887+115.8% |