Filed January 14, 2022 (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 | $59,818 | $65,092-8.1% | $143,799-58.4% | $66,938-10.6% |
| Participation rate | 64.7% | 65.2%-0.5pp | 80.3%-15.6pp | 69.8%-5.1pp |
| Annual return | -18.22% | -11.14%-7.1pp | -0.04%-18.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,052 | $2,362-13.1% | $4,952-58.6% | $2,545-19.4% |
| Participant deferral / active EE | $3,834 | $2,920+31.3% | $5,638-32.0% | $4,238-9.5% |
| Admin fee / account holder | $3,855 | $502+667.4% | $14,677-73.7% | $594+549.6% |