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 | $23,677 | $42,383-44.1% | $76,523-69.1% | $64,181-63.1% |
| Participation rate | 36.0% | 58.1%-22.1pp | 68.0%-32.0pp | 69.6%-33.6pp |
| Annual return | -7.93% | -16.54%+8.6pp | -0.27%-7.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $792 | $1,563-49.3% | $2,647-70.1% | $2,381-66.7% |
| Participant deferral / active EE | $1,472 | $2,566-42.6% | $3,835-61.6% | $3,470-57.6% |
| Admin fee / account holder | $1,743 | $3,198-45.5% | $4,848-64.0% | $4,887-64.3% |