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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,197 | $73,009-54.5% | $90,760-63.4% | $68,486-51.5% |
| Participation rate | 44.1% | 70.8%-26.7pp | 75.7%-31.6pp | 67.9%-23.8pp |
| Annual return | -21.60% | -13.81%-7.8pp | -12.16%-9.4pp | -7.85%-13.7pp |
| Employer contribution / active EE | $729 | $2,193-66.8% | $2,922-75.1% | $2,597-71.9% |
| Participant deferral / active EE | $1,720 | $3,626-52.6% | $4,565-62.3% | $4,028-57.3% |
| Admin fee / account holder | $342 | $5,896-94.2% | $8,444-95.9% | $5,404-93.7% |