Filed May 20, 2021 (most recent of 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,357 | $71,873-49.4% | $86,698-58.1% | $68,490-46.9% |
| Participation rate | 46.8% | 72.2%-25.5pp | 76.6%-29.8pp | 67.9%-21.1pp |
| Annual return | -64.35% | 3.54%-67.9pp | 35.96%-100.3pp | -7.85%-56.5pp |
| Employer contribution / active EE | $2,774 | $2,173+27.7% | $2,837-2.2% | $2,597+6.8% |
| Participant deferral / active EE | $6,269 | $3,779+65.9% | $4,656+34.6% | $4,028+55.6% |
| Admin fee / account holder | $17,699 | $6,110+189.7% | $7,492+136.2% | $5,403+227.6% |