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 | $56,682 | $81,476-30.4% | $102,383-44.6% | $80,925-30.0% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.7%+21.2pp |
| Annual return | 15.78% | 25.59%-9.8pp | 24.94%-9.2pp | 35.65%-19.9pp |
| Employer contribution / active EE | $694 | $3,105-77.6% | $3,870-82.1% | $2,756-74.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $519 | $6,717-92.3% | $8,391-93.8% | $6,940-92.5% |