Filed July 6, 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 | $43,457 | $68,880-36.9% | $120,580-64.0% | $80,959-46.3% |
| Participation rate | 26.1% | 61.7%-35.6pp | 72.0%-45.9pp | 67.7%-41.6pp |
| Annual return | 13.02% | 23.68%-10.7pp | 107.48%-94.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,160 | $3,191-63.6% | $4,995-76.8% | $4,300-73.0% |
| Admin fee / account holder | $7,861 | $5,785+35.9% | $9,418-16.5% | $6,925+13.5% |