Filed November 10, 2020 (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 | $29,702 | $46,732-36.4% | $156,551-81.0% | $55,167-46.2% |
| Participation rate | 27.0% | 65.8%-38.8pp | 84.0%-57.1pp | 69.0%-42.0pp |
| Annual return | -0.73% | 17.72%-18.4pp | 32.23%-33.0pp | 169.23%-170.0pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,796 | $2,204-18.5% | $4,871-63.1% | $3,054-41.2% |
| Admin fee / account holder | $3,834 | $418+816.5% | $13,028-70.6% | $504+660.9% |