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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,861 | $49,177-21.0% | $79,467-51.1% | $64,173-39.4% |
| Participation rate | 49.0% | 65.0%-16.1pp | 73.3%-24.4pp | 69.6%-20.6pp |
| Annual return | 11.64% | -1.16%+12.8pp | 718.30%-706.7pp | 7.63%+4.0pp |
| Employer contribution / active EE | $1,201 | $2,076-42.2% | $2,800-57.1% | $2,381-49.6% |
| Participant deferral / active EE | $2,411 | $2,821-14.6% | $3,704-34.9% | $3,470-30.5% |
| Admin fee / account holder | $1,332 | $3,839-65.3% | $5,104-73.9% | $4,887-72.8% |