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 | $17,432 | $61,660-71.7% | $80,022-78.2% | $64,173-72.8% |
| Participation rate | 46.8% | 71.7%-24.9pp | 75.8%-29.0pp | 69.6%-22.8pp |
| Annual return | -12.90% | -0.33%-12.6pp | 11.22%-24.1pp | 7.63%-20.5pp |
| Employer contribution / active EE | $692 | $1,810-61.8% | $2,468-72.0% | $2,381-70.9% |
| Participant deferral / active EE | $1,486 | $2,968-49.9% | $3,686-59.7% | $3,470-57.2% |
| Admin fee / account holder | $364 | $5,417-93.3% | $6,521-94.4% | $4,887-92.5% |