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 | $209,336-62.4% | $197,124-60.0% | $137,256-42.6% |
| Participation rate | 63.2% | 87.3%-24.1pp | 86.7%-23.6pp | 80.0%-16.8pp |
| Annual return | 9.18% | 48.09%-38.9pp | 44.34%-35.2pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,286 | $9,614-86.6% | $9,135-85.9% | $6,407-79.9% |
| Admin fee / account holder | $720 | $17,308-95.8% | $16,298-95.6% | $12,270-94.1% |