Filed March 29, 2021
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Participant 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 | $103,829 | $64,729+60.4% | $112,263-7.5% | $68,490+51.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.60% | -11.40%-1.2pp | 27.49%-40.1pp | -7.85%-4.7pp |
| Employer contribution / active EE | $3,821 | $2,746+39.2% | $3,636+5.1% | $2,597+47.2% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,994 | $5,222-61.8% | $6,410-68.9% | $5,403-63.1% |