Filed May 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,716 | $46,697-44.9% | $117,533-78.1% | $68,486-62.5% |
| Participation rate | 56.6% | 56.8%-0.2pp | 70.6%-14.0pp | 67.9%-11.3pp |
| Annual return | -22.18% | -14.52%-7.7pp | 29.77%-51.9pp | -7.85%-14.3pp |
| Employer contribution / active EE | $770 | $1,506-48.8% | $4,179-81.6% | $2,597-70.3% |
| Participant deferral / active EE | $1,720 | $2,637-34.8% | $4,072-57.8% | $4,028-57.3% |
| Admin fee / account holder | $726 | $4,023-82.0% | $5,647-87.1% | $5,404-86.6% |