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.
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 | $88,156 | $47,180+86.8% | $149,723-41.1% | $74,473+18.4% |
| Participation rate | 21.6% | 63.4%-41.8pp | 78.8%-57.2pp | 70.7%-49.1pp |
| Annual return | 21.13% | 22.75%-1.6pp | 134.50%-113.4pp | 34.36%-13.2pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,432 | $2,730-10.9% | $5,682-57.2% | $4,530-46.3% |
| Admin fee / account holder | $2,298 | $343+569.8% | $13,215-82.6% | $347+562.1% |