Filed June 16, 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 | $6,204 | $53,128-88.3% | $86,582-92.8% | $70,126-91.2% |
| Participation rate | 72.8% | 65.3%+7.5pp | 73.5%-0.7pp | 69.5%+3.3pp |
| Annual return | 20.42% | 27.66%-7.2pp | 965.08%-944.7pp | 73.15%-52.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,604 | $2,695-3.4% | $3,609-27.8% | $3,332-21.8% |
| Admin fee / account holder | $1,110 | $3,584-69.0% | $4,904-77.4% | $4,645-76.1% |