Filed November 13, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,556 | $184,000-35.0% | $162,185-26.3% | $152,909-21.8% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.6%-22.8pp | 82.5%-17.7pp |
| Annual return | 22.04% | 150.80%-128.8pp | 115.61%-93.6pp | 345.46%-323.4pp |
| Employer contribution / active EE | $1,937 | $6,370-69.6% | $5,613-65.5% | $4,764-59.3% |
| Participant deferral / active EE | $4,027 | $8,033-49.9% | $7,297-44.8% | $5,851-31.2% |
| Admin fee / account holder | $3,156 | $13,124-75.9% | $10,844-70.9% | $11,601-72.8% |