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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,774 | $54,541-16.1% | $78,778-41.9% | $70,126-34.7% |
| Participation rate | 24.0% | 60.8%-36.8pp | 69.2%-45.2pp | 69.5%-45.5pp |
| Annual return | 24.27% | 21.07%+3.2pp | 35.62%-11.3pp | 73.15%-48.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $672 | $2,210-69.6% | $2,958-77.3% | $3,332-79.8% |
| Admin fee / account holder | $3,327 | $3,709-10.3% | $5,134-35.2% | $4,645-28.4% |