Filed June 2, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $22,525 | $36,773-38.7% | $189,758-88.1% | $85,660-73.7% |
| Participation rate | 8.8% | 63.3%-54.5pp | 79.8%-71.0pp | 74.8%-66.1pp |
| Annual return | 3079.14% | 55.47%+3023.7pp | 52.62%+3026.5pp | 19.52%+3059.6pp |
| Employer contribution / active EE | $0 | $1,536-100.0% | $4,767-100.0% | $4,199-100.0% |
| Participant deferral / active EE | $439 | $1,800-75.6% | $5,856-92.5% | $3,518-87.5% |
| Admin fee / account holder | $502 | $132+281.2% | $20,388-97.5% | $224+124.0% |