Filed February 14, 2022
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Participant 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 | $993,964 | $89,532+1010.2% | $103,447+860.8% | $80,925+1128.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.7%+32.3pp |
| Annual return | 41.64% | 22.80%+18.8pp | 23.92%+17.7pp | 35.65%+6.0pp |
| Employer contribution / active EE | $1,443 | $4,023-64.1% | $4,678-69.2% | $2,756-47.7% |
| Participant deferral / active EE | $0 | $5,459-100.0% | $6,624-100.0% | $4,299-100.0% |
| Admin fee / account holder | $830 | $6,774-87.7% | $9,415-91.2% | $6,940-88.0% |