Filed March 30, 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.)
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 | $29,327 | $42,423-30.9% | $152,093-80.7% | $100,573-70.8% |
| Participation rate | 8.2% | 55.9%-47.7pp | 77.8%-69.6pp | 70.9%-62.7pp |
| Annual return | 15.49% | 41.32%-25.8pp | 66.36%-50.9pp | 18.89%-3.4pp |
| Employer contribution / active EE | $123 | $1,482-91.7% | $4,175-97.1% | $3,763-96.7% |
| Participant deferral / active EE | $281 | $2,158-87.0% | $5,451-94.9% | $4,921-94.3% |
| Admin fee / account holder | $3,344 | $429+678.7% | $14,497-76.9% | $454+636.6% |