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 | $447,887 | $184,000+143.4% | $162,185+176.2% | $152,909+192.9% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.5%+11.3pp |
| Annual return | 22.14% | 150.80%-128.7pp | 115.61%-93.5pp | 345.46%-323.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,596 | $8,033+69.3% | $7,297+86.3% | $5,851+132.3% |
| Admin fee / account holder | $30,727 | $13,124+134.1% | $10,844+183.4% | $11,601+164.9% |