Filed January 31, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,253 | $39,162+56.4% | $100,671-39.2% | $59,633+2.7% |
| Participation rate | 34.9% | 55.9%-20.9pp | 70.7%-35.8pp | 68.7%-33.7pp |
| Annual return | 0.79% | 21.07%-20.3pp | 20.43%-19.6pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,800 | $1,992-9.6% | $3,144-42.7% | $3,192-43.6% |
| Admin fee / account holder | $3,542 | $2,969+19.3% | $4,850-27.0% | $4,297-17.6% |