Filed September 30, 2020 (most recent of 3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,583 | $45,152+508.1% | $73,836+271.9% | $59,633+360.5% |
| Participation rate | 57.6% | 64.0%-6.4pp | 73.4%-15.8pp | 68.7%-11.0pp |
| Annual return | 0.97% | 27.40%-26.4pp | 2268.06%-2267.1pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $7,590 | $1,901+299.2% | $2,787+172.3% | $2,203+244.6% |
| Participant deferral / active EE | $4,076 | $2,573+58.4% | $3,583+13.8% | $3,192+27.7% |
| Admin fee / account holder | $40,470 | $3,515+1051.5% | $4,882+729.0% | $4,297+841.8% |