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 | $311,314 | $167,533+85.8% | $151,645+105.3% | $134,545+131.4% |
| Participation rate | 94.1% | 88.4%+5.7pp | 87.5%+6.6pp | 81.2%+12.9pp |
| Annual return | -16.22% | 7.81%-24.0pp | 3.34%-19.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $15,793 | $8,985+75.8% | $8,363+88.8% | $6,401+146.7% |
| Admin fee / account holder | $63,705 | $13,781+362.3% | $11,614+448.5% | $11,431+457.3% |