Filed March 25, 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.
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 | $43,263 | $201,370-78.5% | $184,256-76.5% | $145,897-70.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.38% | 29.05%-17.7pp | 28.85%-17.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,708 | $7,024-75.7% | $6,427-73.4% | $4,663-63.4% |
| Participant deferral / active EE | $2,092 | $9,808-78.7% | $9,133-77.1% | $6,689-68.7% |
| Admin fee / account holder | $2,494 | $16,364-84.8% | $13,899-82.1% | $13,390-81.4% |