Filed February 15, 2023 (most recent of 2 filings on file)
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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 | $29,145 | $94,529-69.2% | $140,019-79.2% | $64,173-54.6% |
| Participation rate | 81.6% | 84.1%-2.5pp | 87.5%-5.9pp | 69.6%+12.1pp |
| Annual return | -5.59% | 7.77%-13.4pp | 651.17%-656.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $830 | $3,812-78.2% | $5,605-85.2% | $2,381-65.1% |
| Participant deferral / active EE | $2,486 | $5,250-52.7% | $6,927-64.1% | $3,470-28.4% |
| Admin fee / account holder | $5,593 | $6,741-17.0% | $10,705-47.8% | $4,887+14.4% |