Filed March 1, 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 | $72,365 | $40,263+79.7% | $57,347+26.2% | $59,632+21.4% |
| Participation rate | 55.3% | 69.2%-13.9pp | 75.1%-19.8pp | 68.7%-13.4pp |
| Annual return | -2.87% | 27.50%-30.4pp | 24.40%-27.3pp | 2041.32%-2044.2pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,195 | $2,400+74.8% | $3,162+32.7% | $3,192+31.4% |
| Admin fee / account holder | $2,161 | $2,819-23.3% | $3,356-35.6% | $4,297-49.7% |