Filed May 16, 2022 (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 | $12,692 | $153,311-91.7% | $109,313-88.4% | $273,972-95.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.60% | 29.86%-22.3pp | 22.07%-14.5pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,854 | $3,932+23.4% | $3,166+53.3% | $5,287-8.2% |
| Admin fee / account holder | $1,112 | $8,076-86.2% | $5,666-80.4% | $10,133-89.0% |