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 | $8,962,978 | $69,518+12793.1% | $59,887+14866.4% | $135,379+6520.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.31% | 7.95%-12.3pp | 3.46%-7.8pp | 519.79%-524.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $805,460 | $4,204+19057.8% | $3,402+23575.2% | $5,609+14260.3% |
| Admin fee / account holder | $321,826 | $5,734+5512.2% | $3,591+8861.4% | $10,828+2872.2% |