Filed November 23, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $649,592 | $93,098+597.7% | $77,081+742.7% | $134,509+382.9% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -12.31% | 62.63%-74.9pp | 42.33%-54.6pp | 418.13%-430.4pp |
| Employer contribution / active EE | $5,224 | $3,419+52.8% | $2,813+85.7% | $4,741+10.2% |
| Participant deferral / active EE | $9,184 | $5,239+75.3% | $4,428+107.4% | $6,400+43.5% |
| Admin fee / account holder | $2,045,966 | $6,945+29359.1% | $5,427+37602.6% | $11,427+17805.3% |