Filed November 20, 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 | $89,385 | $146,267-38.9% | $197,124-54.7% | $82,448+8.4% |
| Participation rate | 90.7% | 84.0%+6.7pp | 86.7%+4.0pp | 68.1%+22.6pp |
| Annual return | 16.32% | 29.61%-13.3pp | 44.34%-28.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,181 | $4,723-75.0% | $6,227-81.0% | $2,551-53.7% |
| Participant deferral / active EE | $5,858 | $7,035-16.7% | $9,135-35.9% | $4,139+41.5% |
| Admin fee / account holder | $4,042 | $14,422-72.0% | $16,298-75.2% | $7,234-44.1% |