Filed November 10, 2020 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,958 | $209,888-81.9% | $189,545-80.0% | $167,553-77.3% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 8.35% | 748.66%-740.3pp | 555.36%-547.0pp | 478.89%-470.5pp |
| Employer contribution / active EE | $1,170 | $6,915-83.1% | $6,162-81.0% | $4,840-75.8% |
| Participant deferral / active EE | $8,292 | $8,934-7.2% | $8,220+0.9% | $6,343+30.7% |
| Admin fee / account holder | $4,784 | $14,300-66.5% | $12,049-60.3% | $12,316-61.2% |