Filed March 29, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,312 | $81,487-30.9% | $102,412-45.0% | $80,935-30.4% |
| Participation rate | 81.7% | 66.8%+14.8pp | 74.5%+7.2pp | 67.7%+14.0pp |
| Annual return | 6.57% | 25.60%-19.0pp | 24.94%-18.4pp | 35.66%-29.1pp |
| Employer contribution / active EE | $377 | $3,103-87.8% | $3,870-90.3% | $2,757-86.3% |
| Participant deferral / active EE | $4,132 | $3,871+6.7% | $5,060-18.4% | $4,299-3.9% |
| Admin fee / account holder | $17,483 | $6,717+160.3% | $8,388+108.4% | $6,924+152.5% |