Filed September 6, 2019 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,375 | $109,359-24.7% | $162,185-49.2% | $72,976+12.9% |
| Participation rate | 69.7% | 84.3%-14.6pp | 87.6%-17.9pp | 69.5%+0.2pp |
| Annual return | 17.43% | 25.46%-8.0pp | 115.61%-98.2pp | 81.02%-63.6pp |
| Employer contribution / active EE | $1,337 | $3,907-65.8% | $5,613-76.2% | $2,440-45.2% |
| Participant deferral / active EE | $4,424 | $5,481-19.3% | $7,297-39.4% | $3,608+22.6% |
| Admin fee / account holder | $2,015 | $7,972-74.7% | $10,844-81.4% | $5,124-60.7% |