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 | $44,984-12.6% | $85,009-53.8% | $74,546-47.3% |
| Participation rate | 9.7% | 49.4%-39.7pp | 67.5%-57.8pp | 67.2%-57.5pp |
| Annual return | 25.92% | 26.25%-0.3pp | 66.47%-40.5pp | 1366.03%-1340.1pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $291 | $2,733-89.4% | $4,522-93.6% | $4,347-93.3% |
| Admin fee / account holder | $11,975 | $2,208+442.3% | $6,153+94.6% | $1,944+516.1% |