Filed July 21, 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 | $119,663 | $98,766+21.2% | $149,730-20.1% | $79,852+49.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 13.08% | 27.43%-14.4pp | 276.70%-263.6pp | 31.72%-18.6pp |
| Employer contribution / active EE | $1,687 | $3,217-47.6% | $4,645-63.7% | $2,471-31.7% |
| Participant deferral / active EE | $8,585 | $5,681+51.1% | $6,843+25.5% | $3,740+129.5% |
| Admin fee / account holder | $39,466 | $6,052+552.1% | $9,310+323.9% | $5,306+643.8% |