Filed December 2, 2021
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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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,144 | $82,674-41.8% | $125,363-61.6% | $68,495-29.7% |
| Participation rate | 68.4% | 75.0%-6.6pp | 82.4%-14.0pp | 67.9%+0.5pp |
| Annual return | -13.70% | -5.97%-7.7pp | 572.15%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $3,138 | $3,382-7.2% | $4,815-34.8% | $2,596+20.9% |
| Participant deferral / active EE | $6,198 | $6,111+1.4% | $7,447-16.8% | $4,028+53.9% |
| Admin fee / account holder | $3,089 | $6,276-50.8% | $10,005-69.1% | $5,403-42.8% |