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 | $154,075 | $122,258+26.0% | $199,883-22.9% | $64,097+140.4% |
| Participation rate | 68.8% | 79.0%-10.2pp | 86.8%-18.0pp | 55.2%+13.6pp |
| Annual return | 34.31% | 24.91%+9.4pp | 43.81%-9.5pp | 34.64%-0.3pp |
| Employer contribution / active EE | $3,391 | $4,242-20.1% | $6,261-45.8% | $1,891+79.3% |
| Participant deferral / active EE | $6,855 | $6,258+9.5% | $9,138-25.0% | $3,080+122.6% |
| Admin fee / account holder | $5,825 | $3,882+50.1% | $17,268-66.3% | $3,454+68.6% |