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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,345 | $64,324-43.5% | $118,914-69.4% | $79,856-54.5% |
| Participation rate | 23.6% | 64.9%-41.2pp | 75.4%-51.8pp | 69.6%-46.0pp |
| Annual return | 14.95% | 86.45%-71.5pp | 35.89%-20.9pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $547 | $2,824-80.6% | $4,266-87.2% | $3,741-85.4% |
| Admin fee / account holder | $2,322 | $4,040-42.5% | $6,582-64.7% | $5,306-56.3% |