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 | $424,149 | $102,385+314.3% | $147,080+188.4% | $80,935+424.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 45.44% | 135.09%-89.7pp | 420.17%-374.7pp | 35.66%+9.8pp |
| Employer contribution / active EE | $726 | $3,717-80.5% | $4,933-85.3% | $2,757-73.7% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $461 | $7,951-94.2% | $12,989-96.4% | $6,924-93.3% |