Filed August 15, 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 | $53,110 | $51,638+2.9% | $68,368-22.3% | $82,448-35.6% |
| Participation rate | 57.9% | 63.6%-5.7pp | 73.8%-15.9pp | 68.1%-10.2pp |
| Annual return | 12.00% | 37.53%-25.5pp | 292.57%-280.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,548 | $2,047-24.4% | $2,649-41.6% | $2,551-39.3% |
| Participant deferral / active EE | $2,507 | $2,914-13.9% | $4,123-39.2% | $4,139-39.4% |
| Admin fee / account holder | $4,719 | $4,643+1.6% | $5,150-8.4% | $7,234-34.8% |