Filed February 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,290 | $106,749+195.4% | $145,433+116.8% | $82,448+282.4% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 12.43% | 27.59%-15.2pp | 66.58%-54.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $4,835 | $3,444+40.4% | $4,554+6.2% | $2,551+89.5% |
| Participant deferral / active EE | $11,637 | $6,519+78.5% | $7,897+47.4% | $4,139+181.1% |
| Admin fee / account holder | $40,027 | $8,390+377.1% | $13,129+204.9% | $7,234+453.3% |