Filed July 13, 2022
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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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,349 | $37,440+37.2% | $77,081-33.4% | $66,930-23.3% |
| Participation rate | 9.6% | 52.9%-43.3pp | 67.9%-58.3pp | 69.8%-60.2pp |
| Annual return | -17.66% | -3.26%-14.4pp | 42.33%-60.0pp | 1.57%-19.2pp |
| Employer contribution / active EE | $379 | $1,534-75.3% | $2,813-86.5% | $2,545-85.1% |
| Participant deferral / active EE | $1,100 | $2,620-58.0% | $4,428-75.2% | $4,238-74.0% |
| Admin fee / account holder | $376 | $568-33.8% | $5,427-93.1% | $593-36.6% |