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 | $76,860 | $46,697+64.6% | $117,533-34.6% | $68,486+12.2% |
| Participation rate | 45.5% | 56.8%-11.3pp | 70.6%-25.1pp | 67.9%-22.4pp |
| Annual return | -18.06% | -14.52%-3.5pp | 29.77%-47.8pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,304 | $1,506-13.4% | $4,179-68.8% | $2,597-49.8% |
| Participant deferral / active EE | $3,527 | $2,637+33.7% | $4,072-13.4% | $4,028-12.4% |
| Admin fee / account holder | $14,912 | $4,023+270.7% | $5,647+164.1% | $5,404+176.0% |