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 | $48,264 | $43,730+10.4% | $121,220-60.2% | $64,173-24.8% |
| Participation rate | 38.5% | 58.3%-19.9pp | 71.8%-33.3pp | 69.6%-31.1pp |
| Annual return | -6.61% | 68.94%-75.6pp | 16.94%-23.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $995 | $1,297-23.3% | $4,023-75.3% | $2,381-58.2% |
| Participant deferral / active EE | $2,210 | $2,281-3.1% | $3,345-33.9% | $3,470-36.3% |
| Admin fee / account holder | $589 | $3,502-83.2% | $5,021-88.3% | $4,887-88.0% |