Filed January 15, 2021
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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 | $35,889 | $159,934-77.6% | $147,005-75.6% | $145,959-75.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.18% | 98.24%-90.1pp | 418.76%-410.6pp | 561.95%-553.8pp |
| Employer contribution / active EE | $1,303 | $5,287-75.4% | $4,934-73.6% | $4,661-72.0% |
| Participant deferral / active EE | $16,979 | $8,427+101.5% | $8,070+110.4% | $6,689+153.8% |
| Admin fee / account holder | $48,406 | $15,053+221.6% | $13,006+272.2% | $13,398+261.3% |