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 | $51,631+84.6% | $129,397-26.3% | $80,925+17.8% |
| Participation rate | 63.3% | 56.9%+6.3pp | 69.6%-6.3pp | 67.7%-4.4pp |
| Annual return | 11.16% | 20.77%-9.6pp | 9453.98%-9442.8pp | 35.65%-24.5pp |
| Employer contribution / active EE | $2,366 | $1,583+49.5% | $4,154-43.0% | $2,756-14.1% |
| Participant deferral / active EE | $3,312 | $2,670+24.1% | $4,167-20.5% | $4,299-22.9% |
| Admin fee / account holder | $4,804 | $4,309+11.5% | $7,679-37.4% | $6,940-30.8% |