Filed August 4, 2021 (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.)
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 | $94,132 | $58,726+60.3% | $92,240+2.1% | $62,293+51.1% |
| Participation rate | 68.9% | 68.3%+0.6pp | 76.5%-7.6pp | 69.5%-0.6pp |
| Annual return | 24.30% | 43.62%-19.3pp | 176.29%-152.0pp | 28.90%-4.6pp |
| Employer contribution / active EE | $675 | $2,392-71.8% | $3,680-81.7% | $2,042-67.0% |
| Participant deferral / active EE | $4,544 | $2,766+64.3% | $3,897+16.6% | $3,169+43.4% |
| Admin fee / account holder | $1,222 | $556+119.7% | $5,194-76.5% | $479+155.0% |