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 | $95,277 | $53,063+79.6% | $124,206-23.3% | $82,637+15.3% |
| Participation rate | 48.9% | 58.4%-9.5pp | 69.6%-20.7pp | 68.1%-19.2pp |
| Annual return | 14.53% | 68.87%-54.3pp | 515.27%-500.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,353 | $1,530-11.6% | $3,540-61.8% | $2,552-47.0% |
| Participant deferral / active EE | $3,007 | $2,644+13.7% | $3,968-24.2% | $4,126-27.1% |
| Admin fee / account holder | $1,564 | $4,281-63.5% | $5,929-73.6% | $7,339-78.7% |