Filed March 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,407 | $63,471-60.0% | $68,803-63.1% | $66,949-62.1% |
| Participation rate | 29.1% | 60.0%-30.9pp | 69.0%-40.0pp | 69.8%-40.8pp |
| Annual return | -20.18% | -8.29%-11.9pp | -6.37%-13.8pp | 1.57%-21.7pp |
| Employer contribution / active EE | $556 | $1,776-68.7% | $2,656-79.1% | $2,545-78.2% |
| Participant deferral / active EE | $1,511 | $2,946-48.7% | $3,942-61.7% | $4,239-64.3% |
| Admin fee / account holder | $1,494 | $578+158.5% | $4,936-69.7% | $594+151.6% |