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 | $75,058-28.3% | $152,301-64.6% | $64,340-16.3% |
| Participation rate | 66.7% | 60.9%+5.8pp | 82.4%-15.8pp | 55.2%+11.4pp |
| Annual return | 22.98% | 29.93%-6.9pp | 80.50%-57.5pp | 24.14%-1.2pp |
| Employer contribution / active EE | $2,787 | $2,605+7.0% | $4,624-39.7% | $1,862+49.7% |
| Participant deferral / active EE | $8,707 | $5,041+72.7% | $8,004+8.8% | $2,980+192.1% |
| Admin fee / account holder | $1,699 | $4,050-58.1% | $14,398-88.2% | $3,703-54.1% |