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 | $76,642-29.7% | $146,866-63.3% | $65,306-17.5% |
| Participation rate | 66.7% | 61.2%+5.4pp | 82.5%-15.8pp | 57.7%+9.0pp |
| Annual return | 22.98% | 33.40%-10.4pp | 102.85%-79.9pp | 21.94%+1.0pp |
| Employer contribution / active EE | $2,787 | $2,621+6.3% | $4,425-37.0% | $1,967+41.6% |
| Participant deferral / active EE | $8,707 | $4,864+79.0% | $7,759+12.2% | $2,959+194.2% |
| Admin fee / account holder | $1,699 | $3,960-57.1% | $13,620-87.5% | $3,480-51.2% |