Filed August 22, 2018 (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.
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 | $95,517 | $146,267-34.7% | $197,124-51.5% | $82,448+15.9% |
| Participation rate | 64.1% | 84.0%-20.0pp | 86.7%-22.7pp | 68.1%-4.0pp |
| Annual return | 14.72% | 29.61%-14.9pp | 44.34%-29.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,120 | $7,035-55.6% | $9,135-65.8% | $4,139-24.6% |
| Admin fee / account holder | $8,698 | $14,422-39.7% | $16,298-46.6% | $7,234+20.2% |