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 | $142,972-37.6% | $214,702-58.4% | $86,983+2.6% |
| Participation rate | 70.4% | 84.9%-14.5pp | 87.5%-17.1pp | 69.5%+0.8pp |
| Annual return | 15.61% | 18.49%-2.9pp | 54.55%-38.9pp | 25.83%-10.2pp |
| Employer contribution / active EE | $1,119 | $4,635-75.9% | $6,461-82.7% | $2,584-56.7% |
| Participant deferral / active EE | $3,880 | $6,568-40.9% | $9,147-57.6% | $4,194-7.5% |
| Admin fee / account holder | $1,936 | $17,617-89.0% | $19,830-90.2% | $7,856-75.4% |