Filed May 25, 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 | $41,725 | $48,327-13.7% | $67,575-38.3% | $80,935-48.4% |
| Participation rate | 61.2% | 66.4%-5.2pp | 72.9%-11.7pp | 67.7%-6.5pp |
| Annual return | 15.74% | 18.31%-2.6pp | 3528.98%-3513.2pp | 35.66%-19.9pp |
| Employer contribution / active EE | $2,866 | $2,022+41.7% | $2,736+4.8% | $2,757+4.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,311 | $3,692+16.8% | $3,993+8.0% | $6,924-37.7% |