Filed August 9, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,028 | $77,638-53.6% | $156,552-77.0% | $62,881-42.7% |
| Participation rate | 34.7% | 71.2%-36.5pp | 84.0%-49.3pp | 69.3%-34.6pp |
| Annual return | 107.63% | 50.33%+57.3pp | 32.23%+75.4pp | 20.14%+87.5pp |
| Employer contribution / active EE | $665 | $3,444-80.7% | $5,501-87.9% | $2,281-70.8% |
| Participant deferral / active EE | $565 | $3,046-81.4% | $4,871-88.4% | $3,203-82.4% |
| Admin fee / account holder | $1,185 | $5,561-78.7% | $13,028-90.9% | $4,296-72.4% |