Filed April 4, 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 | $11,693 | $90,486-87.1% | $78,676-85.1% | $273,972-95.7% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 11.65% | 75.62%-64.0pp | 62.19%-50.5pp | 41.46%-29.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,217 | $3,901+8.1% | $3,517+19.9% | $5,287-20.2% |
| Admin fee / account holder | $38,242 | $5,263+626.6% | $4,510+747.9% | $10,133+277.4% |