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 | $58,948 | $83,485-29.4% | $125,195-52.9% | $72,976-19.2% |
| Participation rate | 81.6% | 73.3%+8.3pp | 79.8%+1.8pp | 69.5%+12.1pp |
| Annual return | 23.73% | 25.77%-2.0pp | 43.79%-20.1pp | 81.02%-57.3pp |
| Employer contribution / active EE | $505 | $2,346-78.5% | $3,866-86.9% | $2,440-79.3% |
| Participant deferral / active EE | $4,466 | $3,586+24.5% | $4,937-9.6% | $3,608+23.8% |
| Admin fee / account holder | $2,619 | $5,518-52.5% | $9,704-73.0% | $5,124-48.9% |