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 | $51,076 | $46,877+9.0% | $122,354-58.3% | $70,126-27.2% |
| Participation rate | 41.4% | 58.2%-16.8pp | 71.6%-30.3pp | 69.5%-28.2pp |
| Annual return | 18.23% | 24.22%-6.0pp | 30.28%-12.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $1,870 | $1,288+45.1% | $4,051-53.8% | $2,343-20.2% |
| Participant deferral / active EE | $4,155 | $2,167+91.7% | $3,287+26.4% | $3,332+24.7% |
| Admin fee / account holder | $38,083 | $3,324+1045.8% | $5,479+595.1% | $4,645+719.8% |