Filed July 21, 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 | $33,989 | $65,367-48.0% | $92,915-63.4% | $72,976-53.4% |
| Participation rate | 59.3% | 68.3%-9.1pp | 76.0%-16.7pp | 69.5%-10.2pp |
| Annual return | 73.55% | 42.11%+31.4pp | 109.45%-35.9pp | 81.02%-7.5pp |
| Employer contribution / active EE | $2,067 | $2,594-20.3% | $3,653-43.4% | $2,440-15.3% |
| Participant deferral / active EE | $4,259 | $3,128+36.2% | $4,238+0.5% | $3,608+18.1% |
| Admin fee / account holder | $4,342 | $4,251+2.1% | $5,796-25.1% | $5,124-15.3% |