Filed June 10, 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 | $17,204 | $39,798-56.8% | $67,704-74.6% | $59,633-71.1% |
| Participation rate | 34.5% | 57.4%-22.9pp | 67.5%-33.0pp | 68.7%-34.2pp |
| Annual return | -1.37% | 89.94%-91.3pp | 25.41%-26.8pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $500 | $1,393-64.1% | $2,559-80.5% | $2,203-77.3% |
| Participant deferral / active EE | $992 | $2,335-57.5% | $3,585-72.3% | $3,192-68.9% |
| Admin fee / account holder | $510 | $3,212-84.1% | $4,255-88.0% | $4,297-88.1% |