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 | $44,291 | $69,977-36.7% | $108,582-59.2% | $62,881-29.6% |
| Participation rate | 59.4% | 72.9%-13.5pp | 79.6%-20.2pp | 69.3%-9.9pp |
| Annual return | 8.47% | 10.73%-2.3pp | -51.70%+60.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,509 | $2,135-29.3% | $3,758-59.8% | $2,281-33.8% |
| Participant deferral / active EE | $3,050 | $3,165-3.6% | $4,311-29.3% | $3,203-4.8% |
| Admin fee / account holder | $674 | $5,076-86.7% | $7,645-91.2% | $4,296-84.3% |