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 | $73,290 | $125,797-41.7% | $170,057-56.9% | $75,177-2.5% |
| Participation rate | 58.0% | 83.6%-25.6pp | 87.0%-29.1pp | 67.2%-9.3pp |
| Annual return | 11.45% | 27.20%-15.7pp | 53.42%-42.0pp | 160.75%-149.3pp |
| Employer contribution / active EE | $1,855 | $4,616-59.8% | $6,790-72.7% | $2,671-30.6% |
| Participant deferral / active EE | $4,004 | $6,838-41.4% | $10,411-61.5% | $4,126-3.0% |
| Admin fee / account holder | $5,933 | $8,177-27.4% | $12,826-53.7% | $5,651+5.0% |