Filed May 18, 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 | $62,809 | $82,028-23.4% | $123,105-49.0% | $59,633+5.3% |
| Participation rate | 34.6% | 83.2%-48.6pp | 86.8%-52.2pp | 68.7%-34.1pp |
| Annual return | -0.60% | 5.12%-5.7pp | 13.22%-13.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,179 | $3,297-64.2% | $5,151-77.1% | $2,203-46.5% |
| Participant deferral / active EE | $2,868 | $4,667-38.5% | $6,229-54.0% | $3,192-10.1% |
| Admin fee / account holder | $8,411 | $5,879+43.1% | $9,014-6.7% | $4,297+95.7% |