Filed January 5, 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 | $52,672 | $87,059-39.5% | $105,608-50.1% | $80,925-34.9% |
| Participation rate | 34.8% | 70.4%-35.6pp | 75.3%-40.5pp | 67.7%-32.8pp |
| Annual return | 18.48% | 17.05%+1.4pp | 116.50%-98.0pp | 35.65%-17.2pp |
| Employer contribution / active EE | $705 | $2,396-70.6% | $3,167-77.8% | $2,756-74.4% |
| Participant deferral / active EE | $1,659 | $3,986-58.4% | $5,010-66.9% | $4,299-61.4% |
| Admin fee / account holder | $2,438 | $8,443-71.1% | $11,028-77.9% | $6,940-64.9% |