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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,781 | $43,075-51.8% | $74,577-72.1% | $62,881-67.0% |
| Participation rate | 25.0% | 58.1%-33.1pp | 68.1%-43.1pp | 69.3%-44.3pp |
| Annual return | 4.57% | 17.50%-12.9pp | 20.47%-15.9pp | 20.14%-15.6pp |
| Employer contribution / active EE | $366 | $1,498-75.5% | $2,525-85.5% | $2,281-83.9% |
| Participant deferral / active EE | $1,064 | $2,389-55.5% | $3,458-69.2% | $3,203-66.8% |
| Admin fee / account holder | $7,658 | $2,840+169.7% | $4,138+85.1% | $4,296+78.3% |