Filed March 25, 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 | $38,330 | $75,183-49.0% | $123,894-69.1% | $55,167-30.5% |
| Participation rate | 42.8% | 72.8%-30.1pp | 81.4%-38.6pp | 69.0%-26.2pp |
| Annual return | 11.94% | 19.01%-7.1pp | 47.52%-35.6pp | 169.23%-157.3pp |
| Employer contribution / active EE | $1,386 | $2,823-50.9% | $4,617-70.0% | $1,963-29.4% |
| Participant deferral / active EE | $2,689 | $5,084-47.1% | $5,984-55.1% | $3,054-12.0% |
| Admin fee / account holder | $859 | $663+29.7% | $8,357-89.7% | $504+70.6% |