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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,670 | $153,769-78.1% | $133,975-74.9% | $273,972-87.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | -2.19% | 36.51%-38.7pp | 29.29%-31.5pp | 41.46%-43.6pp |
| Employer contribution / active EE | $504 | $6,029-91.6% | $5,211-90.3% | $4,869-89.6% |
| Participant deferral / active EE | $2,994 | $6,958-57.0% | $6,282-52.3% | $5,287-43.4% |
| Admin fee / account holder | $4,648 | $11,765-60.5% | $9,324-50.2% | $10,133-54.1% |