Filed October 7, 2021 (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 | $37,895 | $45,566-16.8% | $64,105-40.9% | $59,633-36.5% |
| Participation rate | 68.8% | 60.2%+8.6pp | 68.2%+0.6pp | 68.7%+0.1pp |
| Annual return | -2.22% | 4.95%-7.2pp | 791.24%-793.5pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $323 | $934-65.4% | $1,820-82.2% | $2,203-85.3% |
| Participant deferral / active EE | $2,453 | $2,057+19.3% | $2,822-13.1% | $3,192-23.1% |
| Admin fee / account holder | $881 | $3,268-73.0% | $4,499-80.4% | $4,297-79.5% |