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 | $145,431-34.3% | $211,142-54.8% | $87,485+9.2% |
| Participation rate | 64.1% | 84.7%-20.7pp | 87.3%-23.2pp | 68.9%-4.9pp |
| Annual return | 14.72% | 27.21%-12.5pp | 46.84%-32.1pp | 26.06%-11.3pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,120 | $6,859-54.5% | $9,284-66.4% | $4,274-27.0% |
| Admin fee / account holder | $8,698 | $17,052-49.0% | $19,076-54.4% | $7,775+11.9% |