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 | $114,713 | $51,638+122.1% | $129,406-11.4% | $80,959+41.7% |
| Participation rate | 34.4% | 56.9%-22.6pp | 69.6%-35.3pp | 67.7%-33.3pp |
| Annual return | 12.88% | 20.78%-7.9pp | 9468.18%-9455.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,568 | $1,584-1.0% | $4,155-62.3% | $2,757-43.1% |
| Participant deferral / active EE | $3,484 | $2,670+30.5% | $4,167-16.4% | $4,300-19.0% |
| Admin fee / account holder | $3,312 | $4,313-23.2% | $7,689-56.9% | $6,925-52.2% |