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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,681 | $81,476+46.9% | $102,383+16.9% | $80,925+47.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -6.47% | 25.59%-32.1pp | 24.94%-31.4pp | 35.65%-42.1pp |
| Employer contribution / active EE | $4,075 | $3,105+31.2% | $3,870+5.3% | $2,756+47.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,988 | $6,717-70.4% | $8,391-76.3% | $6,940-71.4% |