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 | $53,811 | $43,730+23.1% | $121,220-55.6% | $64,173-16.1% |
| Participation rate | 39.6% | 58.3%-18.8pp | 71.8%-32.2pp | 69.6%-30.0pp |
| Annual return | -4.19% | 68.94%-73.1pp | 16.94%-21.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,124 | $2,281-6.9% | $3,345-36.5% | $3,470-38.8% |
| Admin fee / account holder | $8,909 | $3,502+154.4% | $5,021+77.4% | $4,887+82.3% |