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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,431 | $110,083-40.6% | $151,645-56.9% | $68,490-4.5% |
| Participation rate | 68.8% | 84.0%-15.2pp | 87.5%-18.7pp | 67.9%+0.9pp |
| Annual return | -21.24% | -10.12%-11.1pp | 3.34%-24.6pp | -7.85%-13.4pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,536 | $6,526-45.8% | $8,363-57.7% | $4,028-12.2% |
| Admin fee / account holder | $4,063 | $7,718-47.4% | $11,614-65.0% | $5,403-24.8% |