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 | $78,199 | $46,877+66.8% | $122,354-36.1% | $70,126+11.5% |
| Participation rate | 31.5% | 58.2%-26.7pp | 71.6%-40.1pp | 69.5%-38.0pp |
| Annual return | 17.46% | 24.22%-6.8pp | 30.28%-12.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,856 | $2,167-14.4% | $3,287-43.5% | $3,332-44.3% |
| Admin fee / account holder | $382 | $3,324-88.5% | $5,479-93.0% | $4,645-91.8% |