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 | $94,332 | $49,199+91.7% | $121,204-22.2% | $75,173+25.5% |
| Participation rate | 45.7% | 55.4%-9.7pp | 69.5%-23.8pp | 67.2%-21.5pp |
| Annual return | 16.80% | 56.04%-39.2pp | 987.18%-970.4pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,557 | $1,547+0.6% | $4,170-62.7% | $2,671-41.7% |
| Participant deferral / active EE | $3,504 | $2,630+33.2% | $4,083-14.2% | $4,126-15.1% |
| Admin fee / account holder | $2,413 | $3,946-38.8% | $5,651-57.3% | $5,651-57.3% |