Filed December 14, 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,472 | $77,908-93.0% | $149,696-96.3% | $75,173-92.7% |
| Participation rate | 72.9% | 65.6%+7.4pp | 78.8%-5.8pp | 67.2%+5.7pp |
| Annual return | 73.71% | 31.73%+42.0pp | 134.46%-60.7pp | 160.72%-87.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,934 | $3,411+15.3% | $5,682-30.8% | $4,126-4.7% |
| Admin fee / account holder | $409 | $5,950-93.1% | $13,212-96.9% | $5,651-92.8% |