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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,324 | $51,638+84.6% | $129,406-26.3% | $80,959+17.7% |
| Participation rate | 63.3% | 56.9%+6.4pp | 69.6%-6.4pp | 67.7%-4.4pp |
| Annual return | 11.16% | 20.78%-9.6pp | 9468.18%-9457.0pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,366 | $1,584+49.4% | $4,155-43.1% | $2,757-14.2% |
| Participant deferral / active EE | $3,312 | $2,670+24.0% | $4,167-20.5% | $4,300-23.0% |
| Admin fee / account holder | $4,804 | $4,313+11.4% | $7,689-37.5% | $6,925-30.6% |