Filed December 9, 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 | $23,190 | $70,684-67.2% | $169,390-86.3% | $75,173-69.2% |
| Participation rate | 43.8% | 64.8%-21.1pp | 77.2%-33.4pp | 67.2%-23.5pp |
| Annual return | 11.36% | 36.38%-25.0pp | 406.07%-394.7pp | 160.72%-149.4pp |
| Employer contribution / active EE | $1,091 | $2,211-50.7% | $4,013-72.8% | $2,671-59.2% |
| Participant deferral / active EE | $2,192 | $4,310-49.1% | $6,222-64.8% | $4,126-46.9% |
| Admin fee / account holder | $3,444 | $5,404-36.3% | $9,015-61.8% | $5,651-39.0% |