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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,936 | $54,380-83.6% | $68,509-87.0% | $59,633-85.0% |
| Participation rate | 43.3% | 70.2%-26.9pp | 74.7%-31.4pp | 68.7%-25.3pp |
| Annual return | -3.73% | 2.83%-6.6pp | 8.27%-12.0pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $582 | $1,539-62.2% | $2,278-74.4% | $2,203-73.6% |
| Participant deferral / active EE | $1,196 | $2,643-54.8% | $3,382-64.7% | $3,192-62.5% |
| Admin fee / account holder | $423 | $3,885-89.1% | $5,275-92.0% | $4,297-90.2% |