Filed November 30, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,784 | $97,550+21.8% | $120,344-1.3% | $87,485+35.8% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.7%-6.7pp | 68.9%+1.1pp |
| Annual return | 11.62% | 18.41%-6.8pp | 20.30%-8.7pp | 26.06%-14.4pp |
| Employer contribution / active EE | $97 | $2,291-95.8% | $3,020-96.8% | $2,596-96.3% |
| Participant deferral / active EE | $2,974 | $4,230-29.7% | $5,135-42.1% | $4,274-30.4% |
| Admin fee / account holder | $17,783 | $9,543+86.4% | $12,742+39.6% | $7,775+128.7% |