Filed March 10, 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.
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 | $95,720 | $50,860+88.2% | $155,574-38.5% | $77,714+23.2% |
| Participation rate | 22.9% | 63.1%-40.2pp | 78.2%-55.3pp | 70.6%-47.7pp |
| Annual return | 16.83% | 34.86%-18.0pp | 64.87%-48.0pp | 31.26%-14.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,531 | $2,825-10.4% | $5,629-55.0% | $4,649-45.6% |
| Admin fee / account holder | $9,233 | $436+2015.5% | $15,914-42.0% | $433+2031.1% |