Filed December 31, 2020
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Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,993 | $162,136-93.8% | $152,301-93.4% | $154,746-93.5% |
| Participation rate | 88.2% | 84.1%+4.1pp | 82.4%+5.8pp | 80.7%+7.5pp |
| Annual return | 20.70% | 91.02%-70.3pp | 80.50%-59.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,308 | $4,890-73.2% | $4,624-71.7% | $4,379-70.1% |
| Participant deferral / active EE | $2,414 | $8,341-71.1% | $8,004-69.8% | $6,730-64.1% |
| Admin fee / account holder | $807 | $15,759-94.9% | $14,398-94.4% | $14,365-94.4% |