Filed December 16, 2020
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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 | $105,199 | $142,972-26.4% | $214,702-51.0% | $86,983+20.9% |
| Participation rate | 54.5% | 84.9%-30.3pp | 87.5%-32.9pp | 69.5%-15.0pp |
| Annual return | 11.55% | 18.49%-6.9pp | 54.55%-43.0pp | 25.83%-14.3pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,535 | $6,568-30.9% | $9,147-50.4% | $4,194+8.1% |
| Admin fee / account holder | $10,073 | $17,617-42.8% | $19,830-49.2% | $7,856+28.2% |