Filed June 25, 2020
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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 | $113,756 | $67,595+68.3% | $186,193-38.9% | $64,340+76.8% |
| Participation rate | 70.9% | 51.9%+19.0pp | 77.1%-6.2pp | 55.2%+15.7pp |
| Annual return | 15.85% | 17.46%-1.6pp | 78.03%-62.2pp | 24.14%-8.3pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $3,918-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $5,458 | $3,023+80.5% | $6,513-16.2% | $2,980+83.1% |
| Admin fee / account holder | $3,045 | $5,311-42.7% | $11,058-72.5% | $3,703-17.7% |