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 | $51,488 | $46,722+10.2% | $130,660-60.6% | $65,186-21.0% |
| Participation rate | 50.0% | 60.9%-10.9pp | 71.7%-21.7pp | 70.2%-20.2pp |
| Annual return | 21.46% | 24.17%-2.7pp | 1709.29%-1687.8pp | 29.39%-7.9pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,844 | $2,545+11.7% | $3,603-21.1% | $3,514-19.1% |
| Admin fee / account holder | $312 | $453-31.1% | $5,463-94.3% | $847-63.1% |