Filed September 28, 2021
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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 | $89,257 | $145,431-38.6% | $211,142-57.7% | $87,485+2.0% |
| Participation rate | 70.4% | 84.7%-14.4pp | 87.3%-16.9pp | 68.9%+1.4pp |
| Annual return | 15.61% | 27.21%-11.6pp | 46.84%-31.2pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,119 | $4,662-76.0% | $6,442-82.6% | $2,596-56.9% |
| Participant deferral / active EE | $3,880 | $6,859-43.4% | $9,284-58.2% | $4,274-9.2% |
| Admin fee / account holder | $1,936 | $17,052-88.6% | $19,076-89.9% | $7,775-75.1% |