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 | $33,995 | $91,536-62.9% | $130,062-73.9% | $75,177-54.8% |
| Participation rate | 74.5% | 71.5%+3.1pp | 78.5%-4.0pp | 67.2%+7.3pp |
| Annual return | 17.58% | -631.62%+649.2pp | -137.37%+154.9pp | 160.75%-143.2pp |
| Employer contribution / active EE | $628 | $2,845-77.9% | $4,322-85.5% | $2,671-76.5% |
| Participant deferral / active EE | $5,061 | $4,343+16.5% | $5,821-13.0% | $4,126+22.7% |
| Admin fee / account holder | $3,925 | $6,780-42.1% | $10,601-63.0% | $5,651-30.5% |