Filed August 18, 2022
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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 | $94,042 | $55,472+69.5% | $155,567-39.5% | $74,546+26.2% |
| Participation rate | 66.3% | 61.9%+4.4pp | 78.2%-11.9pp | 67.2%-0.9pp |
| Annual return | 66.95% | 268.72%-201.8pp | 64.74%+2.2pp | 1366.03%-1299.1pp |
| Employer contribution / active EE | $397 | $2,269-82.5% | $4,674-91.5% | $2,624-84.9% |
| Participant deferral / active EE | $4,083 | $2,838+43.9% | $5,628-27.5% | $4,347-6.1% |
| Admin fee / account holder | $716 | $1,743-58.9% | $15,916-95.5% | $1,944-63.2% |