Filed January 26, 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 | $13,570 | $47,977-71.7% | $154,114-91.2% | $56,287-75.9% |
| Participation rate | 37.5% | 66.2%-28.7pp | 83.0%-45.5pp | 69.9%-32.4pp |
| Annual return | 38.28% | 3.54%+34.7pp | 735.16%-696.9pp | -9.96%+48.2pp |
| Employer contribution / active EE | $384 | $2,169-82.3% | $5,298-92.8% | $2,111-81.8% |
| Participant deferral / active EE | $1,284 | $2,392-46.3% | $5,081-74.7% | $3,350-61.7% |
| Admin fee / account holder | $849 | $438+93.8% | $13,411-93.7% | $521+63.0% |