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 | $39,815 | $54,717-27.2% | $86,209-53.8% | $71,495-44.3% |
| Participation rate | 15.9% | 60.1%-44.2pp | 69.0%-53.1pp | 67.9%-52.0pp |
| Annual return | 19.26% | 20.07%-0.8pp | 1169.05%-1149.8pp | 28.85%-9.6pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $806 | $3,110-74.1% | $3,986-79.8% | $4,291-81.2% |
| Admin fee / account holder | $9,194 | $1,922+378.3% | $6,853+34.2% | $1,588+479.1% |