Filed November 18, 2021
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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 | $53,848 | $88,360-39.1% | $145,433-63.0% | $67,986-20.8% |
| Participation rate | 66.7% | 65.5%+1.2pp | 82.1%-15.5pp | 57.2%+9.5pp |
| Annual return | 22.98% | 63.15%-40.2pp | 66.58%-43.6pp | 31.67%-8.7pp |
| Employer contribution / active EE | $2,787 | $3,054-8.8% | $4,554-38.8% | $2,019+38.0% |
| Participant deferral / active EE | $8,707 | $5,932+46.8% | $7,897+10.3% | $3,358+159.3% |
| Admin fee / account holder | $1,699 | $3,313-48.7% | $13,129-87.1% | $3,203-47.0% |