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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,756 | $167,533-78.7% | $151,645-76.4% | $134,545-73.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -13.53% | 7.81%-21.3pp | 3.34%-16.9pp | 418.37%-431.9pp |
| Employer contribution / active EE | $1,377 | $6,828-79.8% | $6,165-77.7% | $4,742-71.0% |
| Participant deferral / active EE | $8,398 | $8,985-6.5% | $8,363+0.4% | $6,401+31.2% |
| Admin fee / account holder | $332 | $13,781-97.6% | $11,614-97.1% | $11,431-97.1% |