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 | $46,777 | $39,798+17.5% | $67,704-30.9% | $59,633-21.6% |
| Participation rate | 53.1% | 57.4%-4.3pp | 67.5%-14.5pp | 68.7%-15.6pp |
| Annual return | -30.02% | 89.94%-120.0pp | 25.41%-55.4pp | 2041.45%-2071.5pp |
| Employer contribution / active EE | $16,530 | $1,393+1086.7% | $2,559+545.9% | $2,203+650.5% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,661 | $3,212+14.0% | $4,255-14.0% | $4,297-14.8% |