Filed May 4, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,468 | $35,485-2.9% | $74,549-53.8% | $55,725-38.1% |
| Participation rate | 46.3% | 62.5%-16.3pp | 69.1%-22.9pp | 70.9%-24.6pp |
| Annual return | 550.57% | 0.72%+549.9pp | 32.53%+518.0pp | 244.93%+305.6pp |
| Employer contribution / active EE | $355 | $777-54.4% | $1,961-81.9% | $2,078-82.9% |
| Participant deferral / active EE | $721 | $2,181-67.0% | $3,108-76.8% | $3,356-78.5% |
| Admin fee / account holder | $801 | $114+601.0% | $5,059-84.2% | $115+595.8% |