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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,431 | $73,863-83.2% | $143,797-91.4% | $68,490-81.8% |
| Participation rate | 67.7% | 66.7%+1.1pp | 80.3%-12.6pp | 67.9%-0.2pp |
| Annual return | -27.26% | 0.91%-28.2pp | -0.04%-27.2pp | -7.85%-19.4pp |
| Employer contribution / active EE | $1,592 | $3,185-50.0% | $4,952-67.9% | $2,597-38.7% |
| Participant deferral / active EE | $3,045 | $3,385-10.0% | $5,638-46.0% | $4,028-24.4% |
| Admin fee / account holder | $7,895 | $5,756+37.2% | $14,679-46.2% | $5,403+46.1% |