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 | $160,070-77.6% | $147,117-75.6% | $145,897-75.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.18% | 98.69%-90.5pp | 420.54%-412.4pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,303 | $5,285-75.3% | $4,932-73.6% | $4,663-72.1% |
| Participant deferral / active EE | $16,979 | $8,419+101.7% | $8,065+110.5% | $6,689+153.8% |
| Admin fee / account holder | $48,406 | $15,035+222.0% | $12,993+272.6% | $13,390+261.5% |