Filed June 20, 2022 (most recent of 3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,527 | $162,821+124.5% | $133,978+172.8% | $158,982+129.9% |
| Participation rate | 23.8% | 83.2%-59.4pp | 79.8%-56.0pp | 82.0%-58.2pp |
| Annual return | 19.59% | 41.95%-22.4pp | 45.10%-25.5pp | 302.99%-283.4pp |
| Employer contribution / active EE | $6,138 | $4,976+23.4% | $3,919+56.6% | $4,763+28.9% |
| Participant deferral / active EE | $11,290 | $5,910+91.0% | $5,047+123.7% | $5,983+88.7% |
| Admin fee / account holder | $4,082 | $11,742-65.2% | $8,930-54.3% | $11,252-63.7% |