Filed January 19, 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 | $381,369 | $160,059+138.3% | $140,019+172.4% | $135,380+181.7% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.5%+0.7pp | 82.6%+5.6pp |
| Annual return | -4.99% | 911.48%-916.5pp | 651.17%-656.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,108 | $7,641+84.6% | $6,927+103.7% | $5,609+151.5% |
| Admin fee / account holder | $37,299 | $13,328+179.9% | $10,705+248.4% | $10,828+244.5% |