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 | $146,267-39.0% | $197,124-54.7% | $82,448+8.3% |
| Participation rate | 70.4% | 84.0%-13.6pp | 86.7%-16.3pp | 68.1%+2.3pp |
| Annual return | 15.61% | 29.61%-14.0pp | 44.34%-28.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,119 | $4,723-76.3% | $6,227-82.0% | $2,551-56.1% |
| Participant deferral / active EE | $3,880 | $7,035-44.8% | $9,135-57.5% | $4,139-6.3% |
| Admin fee / account holder | $1,936 | $14,422-86.6% | $16,298-88.1% | $7,234-73.2% |