Filed December 16, 2021
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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 | $6,183 | $98,766-93.7% | $149,730-95.9% | $79,852-92.3% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.5%+1.9pp | 69.6%+14.7pp |
| Annual return | 102.95% | 27.43%+75.5pp | 276.70%-173.8pp | 31.72%+71.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,941 | $5,681-30.6% | $6,843-42.4% | $3,740+5.4% |
| Admin fee / account holder | $755 | $6,052-87.5% | $9,310-91.9% | $5,306-85.8% |