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 | $273,103 | $48,078+468.0% | $78,676+247.1% | $62,881+334.3% |
| Participation rate | 55.1% | 65.2%-10.1pp | 73.6%-18.5pp | 69.3%-14.2pp |
| Annual return | 7.85% | 31.36%-23.5pp | 62.19%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $4,873 | $2,015+141.9% | $2,850+71.0% | $2,281+113.6% |
| Participant deferral / active EE | $3,637 | $2,587+40.6% | $3,517+3.4% | $3,203+13.5% |
| Admin fee / account holder | $7,326 | $3,206+128.5% | $4,510+62.4% | $4,296+70.5% |