Filed December 9, 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 | $23,910 | $81,358-70.6% | $155,556-84.6% | $80,959-70.5% |
| Participation rate | 0.0% | 66.3%-66.3pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 11.12% | 33.39%-22.3pp | 64.84%-53.7pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,933 | $3,106-37.8% | $4,675-58.7% | $2,757-29.9% |
| Participant deferral / active EE | $4,155 | $3,455+20.2% | $5,631-26.2% | $4,300-3.4% |
| Admin fee / account holder | $1,436 | $7,994-82.0% | $15,885-91.0% | $6,925-79.3% |