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 | $39,037 | $106,247-63.3% | $96,515-59.6% | $139,466-72.0% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 5.19% | 38.47%-33.3pp | 35.73%-30.5pp | 373.66%-368.5pp |
| Employer contribution / active EE | -$44 | $4,106-101.1% | $3,740-101.2% | $4,754-100.9% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,007 | $7,885-23.8% | $6,735-10.8% | $11,409-47.4% |