Filed July 28, 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 | $95,277 | $56,431+68.8% | $130,788-27.2% | $87,485+8.9% |
| Participation rate | 48.9% | 58.9%-10.1pp | 70.1%-21.2pp | 68.9%-20.0pp |
| Annual return | 14.53% | 91.27%-76.7pp | 386.44%-371.9pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,353 | $1,549-12.7% | $3,558-62.0% | $2,596-47.9% |
| Participant deferral / active EE | $3,007 | $2,749+9.4% | $4,137-27.3% | $4,274-29.6% |
| Admin fee / account holder | $1,564 | $4,433-64.7% | $6,673-76.6% | $7,775-79.9% |