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 | $49,408 | $184,000-73.1% | $162,185-69.5% | $152,909-67.7% |
| Participation rate | 55.6% | 88.5%-32.9pp | 87.6%-32.0pp | 82.5%-26.9pp |
| Annual return | 5.22% | 150.80%-145.6pp | 115.61%-110.4pp | 345.46%-340.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,392 | $8,033-70.2% | $7,297-67.2% | $5,851-59.1% |
| Admin fee / account holder | $983 | $13,124-92.5% | $10,844-90.9% | $11,601-91.5% |