Filed April 21, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,346 | $138,114-42.6% | $125,391-36.7% | $134,545-41.0% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -21.84% | 750.88%-772.7pp | 572.41%-594.3pp | 418.37%-440.2pp |
| Employer contribution / active EE | $99,174 | $5,246+1790.5% | $4,816+1959.4% | $4,742+1991.6% |
| Participant deferral / active EE | $3,264 | $7,801-58.2% | $7,448-56.2% | $6,401-49.0% |
| Admin fee / account holder | $8,026 | $11,570-30.6% | $10,009-19.8% | $11,431-29.8% |