Filed May 15, 2020 (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 | $86,747 | $167,533-48.2% | $151,645-42.8% | $134,545-35.5% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | -17.57% | 7.81%-25.4pp | 3.34%-20.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $2,309 | $6,828-66.2% | $6,165-62.5% | $4,742-51.3% |
| Participant deferral / active EE | $2,892 | $8,985-67.8% | $8,363-65.4% | $6,401-54.8% |
| Admin fee / account holder | $1,810 | $13,781-86.9% | $11,614-84.4% | $11,431-84.2% |