Filed December 11, 2020 (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 | $127,146 | $98,776+28.7% | $149,745-15.1% | $79,856+59.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 11.24% | 27.38%-16.1pp | 276.72%-265.5pp | 31.71%-20.5pp |
| Employer contribution / active EE | $5,752 | $3,217+78.8% | $4,646+23.8% | $2,471+132.7% |
| Participant deferral / active EE | $7,495 | $5,681+31.9% | $6,843+9.5% | $3,741+100.4% |
| Admin fee / account holder | $40,494 | $6,053+569.0% | $9,312+334.9% | $5,306+663.1% |