Filed November 20, 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.
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 | $55,530 | $134,001-58.6% | $112,258-50.5% | $134,509-58.7% |
| Participation rate | 40.9% | 78.6%-37.6pp | 75.1%-34.2pp | 81.2%-40.3pp |
| Annual return | -28.47% | 47.15%-75.6pp | 27.47%-55.9pp | 418.13%-446.6pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,919 | $5,291+30.8% | $4,728+46.3% | $6,400+8.1% |
| Admin fee / account holder | $3,782 | $7,491-49.5% | $6,411-41.0% | $11,427-66.9% |