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 | $74,872 | $138,385-45.9% | $184,243-59.4% | $80,925-7.5% |
| Participation rate | 94.3% | 83.9%+10.4pp | 86.8%+7.5pp | 67.7%+26.6pp |
| Annual return | 15.47% | 20.02%-4.5pp | 28.82%-13.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,246 | $4,851-74.3% | $6,427-80.6% | $2,756-54.8% |
| Participant deferral / active EE | $5,657 | $7,075-20.0% | $9,132-38.1% | $4,299+31.6% |
| Admin fee / account holder | $17,830 | $10,489+70.0% | $13,914+28.1% | $6,940+156.9% |