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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,831 | $60,349-35.7% | $74,184-47.7% | $62,881-38.2% |
| Participation rate | 46.9% | 72.7%-25.8pp | 76.6%-29.7pp | 69.3%-22.4pp |
| Annual return | 8.76% | 21.38%-12.6pp | 17.74%-9.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,283 | $1,680-23.7% | $2,370-45.9% | $2,281-43.8% |
| Participant deferral / active EE | $2,848 | $2,856-0.3% | $3,550-19.8% | $3,203-11.1% |
| Admin fee / account holder | $624 | $4,261-85.4% | $5,586-88.8% | $4,296-85.5% |