Filed January 5, 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 | $38,965 | $87,834-55.6% | $133,975-70.9% | $62,881-38.0% |
| Participation rate | 88.5% | 83.4%+5.1pp | 87.1%+1.4pp | 69.3%+19.2pp |
| Annual return | 16.55% | 12.05%+4.5pp | 29.29%-12.7pp | 20.14%-3.6pp |
| Employer contribution / active EE | $1,747 | $3,482-49.8% | $5,211-66.5% | $2,281-23.4% |
| Participant deferral / active EE | $1,551 | $4,812-67.8% | $6,282-75.3% | $3,203-51.6% |
| Admin fee / account holder | $462 | $5,372-91.4% | $9,324-95.0% | $4,296-89.2% |