Filed September 23, 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 | $101,326 | $81,258+24.7% | $105,218-3.7% | $59,633+69.9% |
| Participation rate | 95.3% | 75.4%+19.9pp | 77.2%+18.1pp | 68.7%+26.6pp |
| Annual return | -0.16% | 1.96%-2.1pp | 5.33%-5.5pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,255-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,953 | $3,881+104.9% | $4,867+63.4% | $3,192+149.2% |
| Admin fee / account holder | $8,010 | $5,841+37.1% | $6,992+14.5% | $4,297+86.4% |