Filed February 7, 2023
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Participant 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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $476,142 | $198,462+139.9% | $170,439+179.4% | $147,585+222.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.21% | 257.30%-243.1pp | 205.94%-191.7pp | 578.58%-564.4pp |
| Employer contribution / active EE | $15,074 | $6,184+143.8% | $5,433+177.5% | $4,876+209.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,838 | $16,852-71.3% | $13,881-65.1% | $10,886-55.6% |