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 | $38,006-40.7% | $161,489-86.1% | $89,670-74.9% |
| Participation rate | 8.8% | 55.7%-46.9pp | 78.7%-69.9pp | 71.2%-62.4pp |
| Annual return | 3079.14% | 51.85%+3027.3pp | 89.72%+2989.4pp | 19.66%+3059.5pp |
| Employer contribution / active EE | $0 | $1,536-100.0% | $4,268-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $439 | $1,865-76.5% | $5,630-92.2% | $3,962-88.9% |
| Admin fee / account holder | $502 | $249+101.2% | $16,006-96.9% | $352+42.6% |