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 | $35,584 | $63,346-43.8% | $92,240-61.4% | $70,126-49.3% |
| Participation rate | 94.5% | 68.7%+25.8pp | 76.5%+18.0pp | 69.5%+25.0pp |
| Annual return | 9.18% | 530.19%-521.0pp | 176.29%-167.1pp | 73.15%-64.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,534 | $2,854-11.2% | $3,897-35.0% | $3,332-24.0% |
| Admin fee / account holder | $4,408 | $3,841+14.8% | $5,194-15.1% | $4,645-5.1% |