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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,471 | $85,766-70.3% | $136,298-81.3% | $70,126-63.7% |
| Participation rate | 68.6% | 74.2%-5.6pp | 81.9%-13.3pp | 69.5%-1.0pp |
| Annual return | 18.98% | 31.46%-12.5pp | 5156.27%-5137.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,270 | $2,966-57.2% | $4,696-72.9% | $2,343-45.8% |
| Participant deferral / active EE | $4,534 | $5,051-10.2% | $6,247-27.4% | $3,332+36.1% |
| Admin fee / account holder | $4,674 | $5,421-13.8% | $9,244-49.4% | $4,645+0.6% |