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 | $70,655 | $109,359-35.4% | $162,171-56.4% | $72,983-3.2% |
| Participation rate | 92.1% | 84.3%+7.8pp | 87.6%+4.5pp | 69.5%+22.6pp |
| Annual return | 40.50% | 25.46%+15.0pp | 115.60%-75.1pp | 81.01%-40.5pp |
| Employer contribution / active EE | $447 | $3,907-88.6% | $5,613-92.0% | $2,440-81.7% |
| Participant deferral / active EE | $4,702 | $5,481-14.2% | $7,297-35.6% | $3,608+30.3% |
| Admin fee / account holder | $7,740 | $7,972-2.9% | $10,843-28.6% | $5,124+51.1% |