Filed September 2, 2021 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,964 | $198,457-71.3% | $170,435-66.6% | $147,586-61.4% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 19.44% | 257.30%-237.9pp | 205.94%-186.5pp | 578.59%-559.1pp |
| Employer contribution / active EE | $1,676 | $6,183-72.9% | $5,432-69.1% | $4,876-65.6% |
| Participant deferral / active EE | $3,080 | $5,629-45.3% | $4,939-37.6% | $5,439-43.4% |
| Admin fee / account holder | $12,466 | $16,852-26.0% | $13,881-10.2% | $10,886+14.5% |