Filed September 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.)
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 | $57,858 | $60,454-4.3% | $81,844-29.3% | $74,459-22.3% |
| Participation rate | 65.4% | 63.0%+2.4pp | 72.4%-7.0pp | 67.2%-1.8pp |
| Annual return | 21.54% | 16.87%+4.7pp | 778.87%-757.3pp | 1369.70%-1348.2pp |
| Employer contribution / active EE | $1,887 | $2,630-28.2% | $2,916-35.3% | $2,626-28.1% |
| Participant deferral / active EE | $6,374 | $3,398+87.6% | $4,323+47.4% | $4,350+46.5% |
| Admin fee / account holder | $2,167 | $1,490+45.4% | $7,355-70.5% | $1,945+11.4% |