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 | $81,233-70.6% | $155,567-84.6% | $80,874-70.4% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.6%-67.6pp |
| Annual return | 11.12% | 33.33%-22.2pp | 64.74%-53.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,933 | $3,101-37.7% | $4,674-58.6% | $2,756-29.8% |
| Participant deferral / active EE | $4,155 | $3,452+20.4% | $5,628-26.2% | $4,297-3.3% |
| Admin fee / account holder | $1,436 | $7,998-82.0% | $15,916-91.0% | $6,935-79.3% |