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 | $408,107 | $201,372+102.7% | $184,260+121.5% | $145,884+179.7% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.1pp |
| Annual return | 13.88% | 29.04%-15.2pp | 28.84%-15.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,612 | $9,808+79.6% | $9,133+92.8% | $6,690+163.3% |
| Admin fee / account holder | $27,268 | $16,362+66.7% | $13,898+96.2% | $13,392+103.6% |