Filed July 20, 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 | $81,076 | $102,661-21.0% | $151,639-46.5% | $66,938+21.1% |
| Participation rate | 64.5% | 85.5%-21.0pp | 87.5%-23.0pp | 69.8%-5.3pp |
| Annual return | -15.14% | -10.81%-4.3pp | 3.34%-18.5pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,436 | $4,184-41.8% | $6,165-60.5% | $2,545-4.3% |
| Participant deferral / active EE | $5,476 | $6,645-17.6% | $8,363-34.5% | $4,238+29.2% |
| Admin fee / account holder | $6,165 | $630+877.8% | $11,613-46.9% | $594+938.7% |