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 | $41,082 | $125,797-67.3% | $170,057-75.8% | $75,177-45.4% |
| Participation rate | 64.0% | 83.6%-19.6pp | 87.0%-23.0pp | 67.2%-3.2pp |
| Annual return | 15.31% | 27.20%-11.9pp | 53.42%-38.1pp | 160.75%-145.4pp |
| Employer contribution / active EE | $1,544 | $4,616-66.5% | $6,790-77.3% | $2,671-42.2% |
| Participant deferral / active EE | $1,904 | $6,838-72.2% | $10,411-81.7% | $4,126-53.9% |
| Admin fee / account holder | $323 | $8,177-96.0% | $12,826-97.5% | $5,651-94.3% |