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 | $78,798 | $227,291-65.3% | $214,702-63.3% | $155,188-49.2% |
| Participation rate | 63.2% | 88.0%-24.8pp | 87.5%-24.3pp | 80.8%-17.6pp |
| Annual return | 9.18% | 60.08%-50.9pp | 54.55%-45.4pp | 148.84%-139.7pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,286 | $9,582-86.6% | $9,147-85.9% | $6,531-80.3% |
| Admin fee / account holder | $720 | $20,413-96.5% | $19,830-96.4% | $14,480-95.0% |