Filed November 23, 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.
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 | $25,662 | $48,078-46.6% | $78,676-67.4% | $62,881-59.2% |
| Participation rate | 57.8% | 65.2%-7.4pp | 73.6%-15.7pp | 69.3%-11.5pp |
| Annual return | -36.75% | 31.36%-68.1pp | 62.19%-98.9pp | 20.14%-56.9pp |
| Employer contribution / active EE | $2,187 | $2,015+8.6% | $2,850-23.2% | $2,281-4.1% |
| Participant deferral / active EE | $3,942 | $2,587+52.4% | $3,517+12.1% | $3,203+23.1% |
| Admin fee / account holder | $2,770 | $3,206-13.6% | $4,510-38.6% | $4,296-35.5% |