Filed October 1, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,216 | $52,353+70.4% | $120,225-25.8% | $82,448+8.2% |
| Participation rate | 60.7% | 58.3%+2.4pp | 69.6%-8.9pp | 68.1%-7.4pp |
| Annual return | 12.00% | 61.85%-49.8pp | 439.23%-427.2pp | 41.64%-29.6pp |
| Employer contribution / active EE | $2,470 | $1,510+63.6% | $3,475-28.9% | $2,551-3.2% |
| Participant deferral / active EE | $3,258 | $2,627+24.0% | $3,999-18.5% | $4,139-21.3% |
| Admin fee / account holder | $26,384 | $4,363+504.8% | $5,696+363.2% | $7,234+264.7% |