Filed November 7, 2018 (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 | $99,480 | $94,529+5.2% | $140,019-29.0% | $64,173+55.0% |
| Participation rate | 66.2% | 84.1%-17.9pp | 87.5%-21.3pp | 69.6%-3.4pp |
| Annual return | -3.26% | 7.77%-11.0pp | 651.17%-654.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,569 | $3,812-58.9% | $5,605-72.0% | $2,381-34.1% |
| Participant deferral / active EE | $2,320 | $5,250-55.8% | $6,927-66.5% | $3,470-33.1% |
| Admin fee / account holder | $15,659 | $6,741+132.3% | $10,705+46.3% | $4,887+220.4% |