Filed April 13, 2021
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,638 | $53,546+95.4% | $69,884+49.7% | $68,486+52.8% |
| Participation rate | 54.2% | 64.5%-10.4pp | 70.5%-16.3pp | 67.9%-13.7pp |
| Annual return | -24.62% | -13.87%-10.7pp | 190.81%-215.4pp | -7.85%-16.8pp |
| Employer contribution / active EE | $1,590 | $2,019-21.2% | $2,560-37.9% | $2,597-38.8% |
| Participant deferral / active EE | $4,172 | $2,957+41.1% | $3,848+8.4% | $4,028+3.6% |
| Admin fee / account holder | $97,406 | $4,693+1975.7% | $6,266+1454.4% | $5,404+1702.5% |