Filed September 30, 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 | $19,206 | $75,832-74.7% | $147,617-87.0% | $59,633-67.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 5.64% | 0.37%+5.3pp | 61.98%-56.3pp | 2041.45%-2035.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,406 | $3,131+8.8% | $4,895-30.4% | $3,192+6.7% |
| Admin fee / account holder | $8,157 | $5,986+36.3% | $11,612-29.7% | $4,297+89.8% |