Filed February 28, 2022
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,339 | $87,834-72.3% | $133,975-81.8% | $62,881-61.3% |
| Participation rate | 70.3% | 83.4%-13.1pp | 87.1%-16.8pp | 69.3%+1.0pp |
| Annual return | 1.67% | 12.05%-10.4pp | 29.29%-27.6pp | 20.14%-18.5pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,057 | $4,812-36.5% | $6,282-51.3% | $3,203-4.6% |
| Admin fee / account holder | $1,115 | $5,372-79.3% | $9,324-88.0% | $4,296-74.1% |