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 | $50,084 | $60,139-16.7% | $90,461-44.6% | $79,856-37.3% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 6.75% | 71.96%-65.2pp | 1294.76%-1288.0pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,687 | $2,069-18.4% | $3,264-48.3% | $2,471-31.7% |
| Participant deferral / active EE | $2,916 | $2,939-0.8% | $3,964-26.4% | $3,741-22.0% |
| Admin fee / account holder | $886 | $3,978-77.7% | $5,617-84.2% | $5,306-83.3% |