Filed September 16, 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 | $27,971 | $85,766-67.4% | $136,298-79.5% | $70,126-60.1% |
| Participation rate | 67.4% | 74.2%-6.7pp | 81.9%-14.5pp | 69.5%-2.1pp |
| Annual return | 20.20% | 31.46%-11.3pp | 5156.27%-5136.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $1,732 | $2,966-41.6% | $4,696-63.1% | $2,343-26.1% |
| Participant deferral / active EE | $2,819 | $5,051-44.2% | $6,247-54.9% | $3,332-15.4% |
| Admin fee / account holder | $644 | $5,421-88.1% | $9,244-93.0% | $4,645-86.1% |