Filed February 1, 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 | $127,740 | $88,672+44.1% | $105,223+21.4% | $82,448+54.9% |
| Participation rate | 98.3% | 67.9%+30.4pp | 75.0%+23.2pp | 68.1%+30.2pp |
| Annual return | 114.01% | 30.86%+83.2pp | 180.65%-66.6pp | 41.64%+72.4pp |
| Employer contribution / active EE | $678 | $3,048-77.8% | $3,689-81.6% | $2,551-73.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $305 | $7,146-95.7% | $8,859-96.6% | $7,234-95.8% |