Filed August 31, 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 | $564,487 | $81,504+592.6% | $102,437+451.1% | $80,959+597.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 20.67% | 25.60%-4.9pp | 24.95%-4.3pp | 35.67%-15.0pp |
| Employer contribution / active EE | $42,530 | $3,104+1270.4% | $3,871+998.8% | $2,757+1442.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $17,111 | $6,719+154.6% | $8,388+104.0% | $6,925+147.1% |