Filed September 14, 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 | $62,554 | $42,383+47.6% | $76,523-18.3% | $64,181-2.5% |
| Participation rate | 48.5% | 58.1%-9.7pp | 68.0%-19.5pp | 69.6%-21.1pp |
| Annual return | -4.94% | -16.54%+11.6pp | -0.27%-4.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $78 | $1,563-95.0% | $2,647-97.0% | $2,381-96.7% |
| Participant deferral / active EE | $3,200 | $2,566+24.7% | $3,835-16.6% | $3,470-7.8% |
| Admin fee / account holder | $36,285 | $3,198+1034.7% | $4,848+648.4% | $4,887+642.4% |