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 | $67,551 | $185,905-63.7% | $170,057-60.3% | $139,487-51.6% |
| Participation rate | 58.8% | 87.8%-28.9pp | 87.0%-28.2pp | 80.3%-21.5pp |
| Annual return | -0.28% | 60.56%-60.8pp | 53.42%-53.7pp | 373.84%-374.1pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $903 | $11,627-92.2% | $10,411-91.3% | $6,713-86.6% |
| Admin fee / account holder | $607 | $15,397-96.1% | $12,826-95.3% | $11,407-94.7% |