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 | $11,275 | $109,359-89.7% | $162,171-93.0% | $72,983-84.6% |
| Participation rate | 71.0% | 84.3%-13.3pp | 87.6%-16.6pp | 69.5%+1.5pp |
| Annual return | 49.03% | 25.46%+23.6pp | 115.60%-66.6pp | 81.01%-32.0pp |
| Employer contribution / active EE | $889 | $3,907-77.2% | $5,613-84.2% | $2,440-63.6% |
| Participant deferral / active EE | $3,019 | $5,481-44.9% | $7,297-58.6% | $3,608-16.3% |
| Admin fee / account holder | $7,742 | $7,972-2.9% | $10,843-28.6% | $5,124+51.1% |