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 | $546,251 | $73,988+638.3% | $96,538+465.8% | $75,177+626.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 21.95% | 26.73%-4.8pp | 35.74%-13.8pp | 160.75%-138.8pp |
| Employer contribution / active EE | $9,265 | $2,930+216.2% | $3,740+147.7% | $2,671+246.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $16,278 | $5,220+211.9% | $6,737+141.6% | $5,651+188.0% |