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 | $65,804 | $209,888-68.6% | $189,545-65.3% | $167,553-60.7% |
| Participation rate | 52.6% | 88.7%-36.0pp | 87.8%-35.2pp | 82.1%-29.5pp |
| Annual return | 35.12% | 748.66%-713.5pp | 555.36%-520.2pp | 478.89%-443.8pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,422 | $8,934-72.9% | $8,220-70.5% | $6,343-61.8% |
| Admin fee / account holder | $7,622 | $14,300-46.7% | $12,049-36.7% | $12,316-38.1% |