Filed October 27, 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,547 | $46,534-51.5% | $64,097-64.8% | $75,177-70.0% |
| Participation rate | 65.8% | 65.9%-0.1pp | 72.3%-6.5pp | 67.2%-1.4pp |
| Annual return | 8.94% | 26.07%-17.1pp | 33.75%-24.8pp | 160.75%-151.8pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,192 | $2,957-59.7% | $3,070-61.2% | $5,651-78.9% |