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 | $81,664+16390.3% | $70,476+19007.9% | $158,966+8371.4% |
| Participation rate | 95.2% | 77.7%+17.5pp | 75.1%+20.2pp | 82.0%+13.3pp |
| Annual return | 17.05% | 208.59%-191.5pp | 109.12%-92.1pp | 302.95%-285.9pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $821,776 | $4,556+17936.4% | $3,710+22049.2% | $5,983+13635.0% |
| Admin fee / account holder | $190,987 | $6,197+2981.7% | $3,847+4864.7% | $11,250+1597.7% |