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 | $44,910 | $160,059-71.9% | $140,019-67.9% | $135,380-66.8% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | 9.80% | 911.48%-901.7pp | 651.17%-641.4pp | 519.81%-510.0pp |
| Employer contribution / active EE | $582 | $6,420-90.9% | $5,605-89.6% | $4,779-87.8% |
| Participant deferral / active EE | $3,726 | $7,641-51.2% | $6,927-46.2% | $5,609-33.6% |
| Admin fee / account holder | $7,273 | $13,328-45.4% | $10,705-32.1% | $10,828-32.8% |