Filed July 19, 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 | $8,199 | $103,000-92.0% | $90,300-90.9% | $152,885-94.6% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.5%+5.8pp |
| Annual return | 22.35% | 95.19%-72.8pp | 78.11%-55.8pp | 345.39%-323.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,445 | $4,281-19.5% | $3,884-11.3% | $5,851-41.1% |
| Admin fee / account holder | $613 | $6,173-90.1% | $5,353-88.6% | $11,598-94.7% |