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.
Participant 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 | $35,311 | $89,652-60.6% | $141,191-75.0% | $65,185-45.8% |
| Participation rate | 39.3% | 74.7%-35.4pp | 82.5%-43.2pp | 70.2%-30.9pp |
| Annual return | 42.18% | 32.79%+9.4pp | 71.41%-29.2pp | 29.38%+12.8pp |
| Employer contribution / active EE | $1,160 | $3,065-62.1% | $4,736-75.5% | $2,177-46.7% |
| Participant deferral / active EE | $2,133 | $5,691-62.5% | $6,710-68.2% | $3,514-39.3% |
| Admin fee / account holder | $3,064 | $569+438.9% | $10,264-70.2% | $847+261.6% |