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 | $89,515+1010.4% | $103,065+864.4% | $80,959+1127.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.6%+19.4pp | 67.7%+32.3pp |
| Annual return | 41.64% | 22.82%+18.8pp | 23.95%+17.7pp | 35.67%+6.0pp |
| Employer contribution / active EE | $1,443 | $4,015-64.1% | $4,675-69.1% | $2,757-47.7% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $6,625-100.0% | $4,300-100.0% |
| Admin fee / account holder | $830 | $6,527-87.3% | $9,349-91.1% | $6,925-88.0% |