Filed November 23, 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 | $39,304 | $45,043-12.7% | $85,063-53.8% | $74,400-47.2% |
| Participation rate | 9.7% | 49.4%-39.6pp | 67.5%-57.8pp | 67.2%-57.5pp |
| Annual return | 25.92% | 26.26%-0.3pp | 66.54%-40.6pp | 1367.51%-1341.6pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,727-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $291 | $2,733-89.4% | $4,523-93.6% | $4,348-93.3% |
| Admin fee / account holder | $11,975 | $2,210+441.9% | $6,155+94.5% | $1,944+516.1% |