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 | $123,718 | $73,988+67.2% | $96,538+28.2% | $75,177+64.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.50% | 26.73%-7.2pp | 35.74%-16.2pp | 160.75%-141.2pp |
| Employer contribution / active EE | $2,588 | $2,930-11.7% | $3,740-30.8% | $2,671-3.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $845 | $5,220-83.8% | $6,737-87.5% | $5,651-85.0% |