Filed September 13, 2021
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,412 | $65,712+34.5% | $57,196+54.6% | $273,972-67.7% |
| Participation rate | 90.9% | 78.3%+12.6pp | 75.3%+15.6pp | 83.0%+7.9pp |
| Annual return | 6.65% | 22.01%-15.4pp | 14.59%-7.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,168 | $3,782+89.5% | $3,096+131.5% | $5,287+35.6% |
| Admin fee / account holder | $531 | $4,838-89.0% | $3,141-83.1% | $10,133-94.8% |