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 | $48,083 | $197,637-75.7% | $177,848-73.0% | $158,982-69.8% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.7%-23.0pp | 82.0%-17.3pp |
| Annual return | -3.45% | 58.77%-62.2pp | 48.33%-51.8pp | 302.99%-306.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,535 | $8,405-69.8% | $7,714-67.1% | $5,983-57.6% |
| Admin fee / account holder | $2,977 | $15,406-80.7% | $12,431-76.0% | $11,252-73.5% |