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 | $406,022 | $197,637+105.4% | $177,848+128.3% | $158,982+155.4% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 9.45% | 58.77%-49.3pp | 48.33%-38.9pp | 302.99%-293.5pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $14,351 | $8,405+70.8% | $7,714+86.1% | $5,983+139.9% |
| Admin fee / account holder | $97,693 | $15,406+534.1% | $12,431+685.9% | $11,252+768.3% |