Filed September 1, 2021 (most recent of 9 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 | $38,565 | $56,200-31.4% | $67,653-43.0% | $59,633-35.3% |
| Participation rate | 56.3% | 71.5%-15.2pp | 75.7%-19.4pp | 68.7%-12.4pp |
| Annual return | -4.58% | 18506.71%-18511.3pp | 6625.22%-6629.8pp | 2041.40%-2046.0pp |
| Employer contribution / active EE | $1,532 | $1,615-5.1% | $2,266-32.4% | $2,203-30.4% |
| Participant deferral / active EE | $3,457 | $2,843+21.6% | $3,560-2.9% | $3,192+8.3% |
| Admin fee / account holder | $932 | $3,959-76.5% | $4,821-80.7% | $4,297-78.3% |