Filed June 16, 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 | $38,724 | $65,704-41.1% | $94,229-58.9% | $59,633-35.1% |
| Participation rate | 48.5% | 72.1%-23.6pp | 78.8%-30.2pp | 68.7%-20.1pp |
| Annual return | -1.73% | 5.22%-6.9pp | 10.68%-12.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,207 | $2,021-40.2% | $3,587-66.3% | $2,203-45.2% |
| Participant deferral / active EE | $2,468 | $3,143-21.5% | $4,320-42.9% | $3,192-22.7% |
| Admin fee / account holder | $8,586 | $4,265+101.3% | $6,269+37.0% | $4,297+99.8% |