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 | $81,457-30.4% | $103,378-45.2% | $80,911-29.9% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.6%+21.2pp |
| Annual return | 15.78% | 25.58%-9.8pp | 24.91%-9.1pp | 35.63%-19.8pp |
| Employer contribution / active EE | $694 | $3,107-77.7% | $3,870-82.1% | $2,756-74.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $519 | $6,717-92.3% | $8,401-93.8% | $6,935-92.5% |