Filed April 19, 2022
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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.
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 | $82,971 | $58,911+40.8% | $129,384-35.9% | $77,736+6.7% |
| Participation rate | 18.4% | 59.4%-41.0pp | 69.6%-51.2pp | 70.6%-52.2pp |
| Annual return | 11.73% | 24.75%-13.0pp | 9461.77%-9450.0pp | 31.26%-19.5pp |
| Employer contribution / active EE | $447 | $1,955-77.1% | $4,153-89.2% | $2,728-83.6% |
| Participant deferral / active EE | $987 | $3,220-69.3% | $4,166-76.3% | $4,651-78.8% |
| Admin fee / account holder | $19,681 | $592+3226.9% | $7,686+156.1% | $433+4442.0% |