Filed October 7, 2020 (most recent of 4 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 | $72,429 | $137,414-47.3% | $189,545-61.8% | $85,851-15.6% |
| Participation rate | 65.8% | 84.6%-18.9pp | 87.8%-22.1pp | 69.3%-3.6pp |
| Annual return | 11.49% | 38.14%-26.7pp | 555.36%-543.9pp | 318.63%-307.1pp |
| Employer contribution / active EE | $1,742 | $4,344-59.9% | $6,162-71.7% | $2,565-32.1% |
| Participant deferral / active EE | $4,030 | $6,260-35.6% | $8,220-51.0% | $3,952+2.0% |
| Admin fee / account holder | $2,903 | $8,630-66.4% | $12,049-75.9% | $6,261-53.6% |