Filed September 23, 2020
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Participant 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 | $191,511 | $138,385+38.4% | $184,243+3.9% | $80,925+136.7% |
| Participation rate | 91.9% | 83.9%+8.0pp | 86.8%+5.1pp | 67.7%+24.3pp |
| Annual return | 0.00% | 20.02%-20.0pp | 28.82%-28.8pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,613 | $4,851-66.7% | $6,427-74.9% | $2,756-41.5% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,717 | $10,489-83.6% | $13,914-87.7% | $6,940-75.3% |