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 | $78,719 | $138,386-43.1% | $184,260-57.3% | $80,935-2.7% |
| Participation rate | 67.1% | 83.9%-16.8pp | 86.8%-19.7pp | 67.7%-0.6pp |
| Annual return | 7.76% | 20.02%-12.3pp | 28.84%-21.1pp | 35.66%-27.9pp |
| Employer contribution / active EE | $2,302 | $4,851-52.5% | $6,427-64.2% | $2,757-16.5% |
| Participant deferral / active EE | $5,097 | $7,076-28.0% | $9,133-44.2% | $4,299+18.6% |
| Admin fee / account holder | $12,071 | $10,489+15.1% | $13,898-13.1% | $6,924+74.3% |