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.
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 | $78,326 | $137,414-43.0% | $189,537-58.7% | $85,847-8.8% |
| Participation rate | 67.9% | 84.6%-16.7pp | 87.8%-19.9pp | 69.3%-1.4pp |
| Annual return | 17.92% | 38.14%-20.2pp | 555.34%-537.4pp | 318.61%-300.7pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,349 | $6,260-46.5% | $8,220-59.3% | $3,952-15.3% |
| Admin fee / account holder | $423 | $8,630-95.1% | $12,048-96.5% | $6,261-93.3% |