Filed May 17, 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 | $193,210 | $337,218-42.7% | $313,292-38.3% | $222,458-13.1% |
| Participation rate | 100.0% | 48.5%+51.5pp | 35.7%+64.3pp | 48.7%+51.3pp |
| Annual return | 14.27% | -2.99%+17.3pp | -2.79%+17.1pp | -2.16%+16.4pp |
| Employer contribution / active EE | $0 | $44,634-100.0% | $39,327-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $351-100.0% | $153-100.0% |
| Admin fee / account holder | $17,500 | $7,423+135.8% | $15,115+15.8% | $12,572+39.2% |