Filed September 20, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,712 | $39,798-50.5% | $67,704-70.9% | $59,633-66.9% |
| Participation rate | 32.1% | 57.4%-25.2pp | 67.5%-35.4pp | 68.7%-36.5pp |
| Annual return | -4.33% | 89.94%-94.3pp | 25.41%-29.7pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,351 | $2,335+0.7% | $3,585-34.4% | $3,192-26.3% |
| Admin fee / account holder | $2,327 | $3,212-27.6% | $4,255-45.3% | $4,297-45.9% |