Filed October 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,708 | $166,089-65.9% | $164,928-65.6% | $145,978-61.2% |
| Participation rate | 16.7% | 82.0%-65.3pp | 78.6%-62.0pp | 80.3%-63.6pp |
| Annual return | 12.94% | 100.26%-87.3pp | 70.08%-57.1pp | 550.52%-537.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,709 | $6,961+68.2% | $6,034+94.1% | $6,690+75.0% |
| Admin fee / account holder | $9,549 | $16,641-42.6% | $12,684-24.7% | $13,400-28.7% |