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 | $149,446-40.3% | $256,809-65.2% | $94,015-5.1% |
| Participation rate | 70.4% | 85.3%-14.9pp | 88.5%-18.2pp | 70.8%-0.5pp |
| Annual return | 15.61% | 17.55%-1.9pp | 32.73%-17.1pp | 17.84%-2.2pp |
| Employer contribution / active EE | $1,119 | $4,596-75.6% | $7,263-84.6% | $2,790-59.9% |
| Participant deferral / active EE | $3,880 | $6,491-40.2% | $9,520-59.2% | $4,249-8.7% |
| Admin fee / account holder | $1,936 | $24,035-91.9% | $25,146-92.3% | $8,951-78.4% |