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.
Employer 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 | $139,884 | $138,386+1.1% | $184,260-24.1% | $80,935+72.8% |
| Participation rate | 69.1% | 83.9%-14.8pp | 86.8%-17.7pp | 67.7%+1.4pp |
| Annual return | 11.69% | 20.02%-8.3pp | 28.84%-17.2pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,405 | $4,851-71.0% | $6,427-78.1% | $2,757-49.0% |
| Participant deferral / active EE | $5,030 | $7,076-28.9% | $9,133-44.9% | $4,299+17.0% |
| Admin fee / account holder | $9,199 | $10,489-12.3% | $13,898-33.8% | $6,924+32.9% |