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 | $13,466,571 | $81,643+16394.4% | $70,462+19011.8% | $158,950+8372.2% |
| Participation rate | 95.2% | 77.7%+17.5pp | 75.1%+20.2pp | 82.0%+13.3pp |
| Annual return | 17.05% | 208.51%-191.5pp | 109.08%-92.0pp | 302.91%-285.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $821,776 | $4,555+17942.4% | $3,710+22052.5% | $5,983+13635.9% |
| Admin fee / account holder | $190,987 | $6,194+2983.6% | $3,845+4866.9% | $11,248+1597.9% |