Filed March 1, 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 | $19,518 | $153,769-87.3% | $133,975-85.4% | $273,972-92.9% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.1%-17.1pp | 83.0%-13.0pp |
| Annual return | 3.81% | 36.51%-32.7pp | 29.29%-25.5pp | 41.46%-37.6pp |
| Employer contribution / active EE | $646 | $6,029-89.3% | $5,211-87.6% | $4,869-86.7% |
| Participant deferral / active EE | $4,827 | $6,958-30.6% | $6,282-23.2% | $5,287-8.7% |
| Admin fee / account holder | $22,022 | $11,765+87.2% | $9,324+136.2% | $10,133+117.3% |