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 | $109,448 | $123,793-11.6% | $177,848-38.5% | $79,856+37.1% |
| Participation rate | 62.3% | 84.7%-22.3pp | 87.7%-25.4pp | 69.6%-7.3pp |
| Annual return | 18.01% | 22.82%-4.8pp | 48.33%-30.3pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,660 | $4,095-59.5% | $5,919-72.0% | $2,471-32.8% |
| Participant deferral / active EE | $2,610 | $5,956-56.2% | $7,714-66.2% | $3,741-30.2% |
| Admin fee / account holder | $30,803 | $7,243+325.3% | $12,431+147.8% | $5,306+480.5% |