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 | $50,129 | $100,060-49.9% | $149,721-66.5% | $70,126-28.5% |
| Participation rate | 84.6% | 83.6%+1.0pp | 87.1%-2.5pp | 69.5%+15.1pp |
| Annual return | 14.67% | 27.46%-12.8pp | 1501.67%-1487.0pp | 73.15%-58.5pp |
| Employer contribution / active EE | $2,180 | $3,661-40.5% | $5,444-60.0% | $2,343-7.0% |
| Participant deferral / active EE | $1,749 | $4,982-64.9% | $6,568-73.4% | $3,332-47.5% |
| Admin fee / account holder | $1,030 | $8,285-87.6% | $11,282-90.9% | $4,645-77.8% |