Filed August 31, 2021 (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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,798 | $223,823-64.8% | $211,142-62.7% | $154,746-49.1% |
| Participation rate | 63.2% | 87.9%-24.7pp | 87.3%-24.1pp | 80.7%-17.5pp |
| Annual return | 9.18% | 50.39%-41.2pp | 46.84%-37.7pp | 172.34%-163.2pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,286 | $9,750-86.8% | $9,284-86.1% | $6,730-80.9% |
| Admin fee / account holder | $720 | $19,707-96.3% | $19,076-96.2% | $14,365-95.0% |