Filed October 2, 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 | $51,911 | $81,870-36.6% | $119,634-56.6% | $68,490-24.2% |
| Participation rate | 83.6% | 71.9%+11.7pp | 79.3%+4.3pp | 67.9%+15.7pp |
| Annual return | -16.94% | -23.82%+6.9pp | -14.98%-2.0pp | -7.85%-9.1pp |
| Employer contribution / active EE | $663 | $2,692-75.4% | $4,232-84.3% | $2,597-74.5% |
| Participant deferral / active EE | $4,506 | $4,148+8.6% | $5,601-19.6% | $4,028+11.9% |
| Admin fee / account holder | $5,691 | $6,583-13.6% | $10,329-44.9% | $5,403+5.3% |