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 | $57,791 | $227,291-74.6% | $214,702-73.1% | $155,188-62.8% |
| Participation rate | 63.6% | 88.0%-24.3pp | 87.5%-23.8pp | 80.8%-17.2pp |
| Annual return | 12.72% | 60.08%-47.4pp | 54.55%-41.8pp | 148.84%-136.1pp |
| Employer contribution / active EE | $2,046 | $6,772-69.8% | $6,461-68.3% | $4,248-51.8% |
| Participant deferral / active EE | $2,528 | $9,582-73.6% | $9,147-72.4% | $6,531-61.3% |
| Admin fee / account holder | $4,001 | $20,413-80.4% | $19,830-79.8% | $14,480-72.4% |