Filed March 7, 2022
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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 | $380,450 | $81,504+366.8% | $102,437+271.4% | $80,959+369.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 105.02% | 25.60%+79.4pp | 24.95%+80.1pp | 35.67%+69.4pp |
| Employer contribution / active EE | $6,496 | $3,104+109.3% | $3,871+67.8% | $2,757+135.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,673 | $6,719-60.2% | $8,388-68.1% | $6,925-61.4% |