Filed October 12, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,940 | $81,331-66.9% | $155,534-82.7% | $80,935-66.7% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 14.14% | 33.37%-19.2pp | 64.92%-50.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $1,746 | $3,105-43.8% | $4,675-62.6% | $2,757-36.6% |
| Participant deferral / active EE | $3,957 | $3,454+14.6% | $5,630-29.7% | $4,299-8.0% |
| Admin fee / account holder | $1,670 | $7,999-79.1% | $15,900-89.5% | $6,924-75.9% |