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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,798 | $275,752-71.4% | $256,809-69.3% | $198,609-60.3% |
| Participation rate | 63.2% | 89.2%-26.0pp | 88.5%-25.4pp | 82.4%-19.2pp |
| Annual return | 9.18% | 34.81%-25.6pp | 32.73%-23.5pp | 202.70%-193.5pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,286 | $10,037-87.2% | $9,520-86.5% | $6,977-81.6% |
| Admin fee / account holder | $720 | $25,716-97.2% | $25,146-97.1% | $19,030-96.2% |