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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,638 | $79,955-46.7% | $98,461-56.7% | $75,173-43.3% |
| Participation rate | 42.5% | 70.4%-27.9pp | 75.2%-32.7pp | 67.2%-24.7pp |
| Annual return | 24.11% | 19.75%+4.4pp | 21.17%+2.9pp | 160.72%-136.6pp |
| Employer contribution / active EE | $798 | $2,264-64.8% | $3,049-73.8% | $2,671-70.1% |
| Participant deferral / active EE | $1,828 | $3,752-51.3% | $4,738-61.4% | $4,126-55.7% |
| Admin fee / account holder | $603 | $6,841-91.2% | $8,961-93.3% | $5,651-89.3% |