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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,730-17.9% | $158,223-81.5% | $83,436-64.9% |
| Participation rate | 8.2% | 59.7%-51.5pp | 79.2%-71.0pp | 73.2%-65.0pp |
| Annual return | 15.49% | 53.13%-37.6pp | 52.09%-36.6pp | 19.34%-3.8pp |
| Employer contribution / active EE | $123 | $1,450-91.5% | $4,109-97.0% | $4,072-97.0% |
| Participant deferral / active EE | $281 | $1,698-83.5% | $5,467-94.9% | $3,411-91.8% |
| Admin fee / account holder | $3,344 | $165+1929.2% | $16,047-79.2% | $265+1160.5% |