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 | $74,661+52.4% | $160,784-29.2% | $67,986+67.3% |
| Participation rate | 70.9% | 57.1%+13.8pp | 77.0%-6.0pp | 57.2%+13.7pp |
| Annual return | 15.85% | 28.83%-13.0pp | 1803.92%-1788.1pp | 31.67%-15.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $5,458 | $3,681+48.3% | $6,293-13.3% | $3,358+62.5% |
| Admin fee / account holder | $3,045 | $3,959-23.1% | $9,717-68.7% | $3,203-4.9% |