Filed October 25, 2022
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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 | $334,024 | $93,617+256.8% | $135,982+145.6% | $75,177+344.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 217.73% | 30.89%+186.8pp | 68.32%+149.4pp | 160.75%+57.0pp |
| Employer contribution / active EE | $683 | $3,538-80.7% | $4,859-85.9% | $2,671-74.4% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $424 | $6,980-93.9% | $10,767-96.1% | $5,651-92.5% |