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 | $70,643 | $201,372-64.9% | $184,260-61.7% | $145,884-51.6% |
| Participation rate | 57.9% | 87.5%-29.6pp | 86.8%-28.9pp | 80.3%-22.4pp |
| Annual return | 12.17% | 29.04%-16.9pp | 28.84%-16.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $960 | $9,808-90.2% | $9,133-89.5% | $6,690-85.6% |
| Admin fee / account holder | $1,569 | $16,362-90.4% | $13,898-88.7% | $13,392-88.3% |