Filed April 24, 2023
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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 | $40,326 | $55,437-27.3% | $155,534-74.1% | $74,459-45.8% |
| Participation rate | 44.3% | 61.9%-17.6pp | 78.2%-34.0pp | 67.2%-23.0pp |
| Annual return | 12.74% | 269.58%-256.8pp | 64.92%-52.2pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $836 | $2,266-63.1% | $4,675-82.1% | $2,626-68.1% |
| Participant deferral / active EE | $3,490 | $2,837+23.0% | $5,630-38.0% | $4,350-19.8% |
| Admin fee / account holder | $2,276 | $1,742+30.6% | $15,900-85.7% | $1,945+17.0% |