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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,284 | $57,352-57.7% | $83,830-71.0% | $64,173-62.2% |
| Participation rate | 90.7% | 68.6%+22.1pp | 76.1%+14.6pp | 69.6%+21.1pp |
| Annual return | 6.26% | 11.38%-5.1pp | 850.97%-844.7pp | 7.63%-1.4pp |
| Employer contribution / active EE | $377 | $2,546-85.2% | $3,631-89.6% | $2,381-84.2% |
| Participant deferral / active EE | $2,745 | $2,993-8.3% | $4,082-32.7% | $3,470-20.9% |
| Admin fee / account holder | $15,537 | $4,046+284.0% | $5,479+183.6% | $4,887+217.9% |