Filed September 13, 2021
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,282,146 | $73,518+12525.8% | $63,003+14632.9% | $147,585+6189.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.02% | 175.46%-160.4pp | 87.59%-72.6pp | 578.57%-563.6pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $875,529 | $4,183+20829.8% | $3,329+26199.4% | $5,439+15998.2% |
| Admin fee / account holder | $1,048,356 | $5,952+17512.8% | $3,600+29019.6% | $10,885+9530.8% |