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 | $49,468-54.5% | $150,298-85.0% | $103,975-78.3% |
| Participation rate | 8.8% | 58.1%-49.3pp | 77.8%-69.0pp | 72.5%-63.7pp |
| Annual return | 3079.14% | 38.98%+3040.2pp | 62.79%+3016.4pp | 19.41%+3059.7pp |
| Employer contribution / active EE | $0 | $1,670-100.0% | $4,154-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $439 | $2,650-83.4% | $5,453-92.0% | $5,343-91.8% |
| Admin fee / account holder | $502 | $385+30.4% | $14,116-96.4% | $332+50.9% |