Filed April 13, 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 | $47,879 | $39,162+22.3% | $100,671-52.4% | $59,633-19.7% |
| Participation rate | 61.5% | 55.9%+5.6pp | 70.7%-9.3pp | 68.7%-7.2pp |
| Annual return | 1.08% | 21.07%-20.0pp | 20.43%-19.3pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $2,014 | $1,151+75.0% | $4,012-49.8% | $2,203-8.6% |
| Participant deferral / active EE | $3,067 | $1,992+54.0% | $3,144-2.4% | $3,192-3.9% |
| Admin fee / account holder | $2,152 | $2,969-27.5% | $4,850-55.6% | $4,297-49.9% |