Filed February 27, 2023
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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 | $15,315 | $91,559-83.3% | $133,971-88.6% | $79,852-80.8% |
| Participation rate | 85.9% | 73.3%+12.6pp | 79.8%+6.1pp | 69.6%+16.3pp |
| Annual return | 17.14% | 61.85%-44.7pp | 45.09%-28.0pp | 31.72%-14.6pp |
| Employer contribution / active EE | $436 | $2,384-81.7% | $3,919-88.9% | $2,471-82.4% |
| Participant deferral / active EE | $2,393 | $3,734-35.9% | $5,047-52.6% | $3,740-36.0% |
| Admin fee / account holder | $953 | $6,321-84.9% | $8,929-89.3% | $5,306-82.0% |