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 | $81,476+366.9% | $102,383+271.6% | $80,925+370.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 105.02% | 25.59%+79.4pp | 24.94%+80.1pp | 35.65%+69.4pp |
| Employer contribution / active EE | $6,496 | $3,105+109.2% | $3,870+67.9% | $2,756+135.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,673 | $6,717-60.2% | $8,391-68.1% | $6,940-61.5% |