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 | $51,161 | $110,083-53.5% | $151,645-66.3% | $68,490-25.3% |
| Participation rate | 81.5% | 84.0%-2.5pp | 87.5%-6.0pp | 67.9%+13.6pp |
| Annual return | 5.70% | -10.12%+15.8pp | 3.34%+2.4pp | -7.85%+13.5pp |
| Employer contribution / active EE | $496 | $4,470-88.9% | $6,165-92.0% | $2,597-80.9% |
| Participant deferral / active EE | $3,442 | $6,526-47.3% | $8,363-58.8% | $4,028-14.6% |
| Admin fee / account holder | $8,886 | $7,718+15.1% | $11,614-23.5% | $5,403+64.5% |