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 | $50,635 | $94,529-46.4% | $140,019-63.8% | $64,173-21.1% |
| Participation rate | 93.8% | 84.1%+9.8pp | 87.5%+6.3pp | 69.6%+24.3pp |
| Annual return | 12.30% | 7.77%+4.5pp | 651.15%-638.9pp | 7.63%+4.7pp |
| Employer contribution / active EE | $254 | $3,812-93.3% | $5,605-95.5% | $2,381-89.3% |
| Participant deferral / active EE | $4,349 | $5,250-17.2% | $6,927-37.2% | $3,470+25.3% |
| Admin fee / account holder | $2,738 | $6,741-59.4% | $10,705-74.4% | $4,887-44.0% |