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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,961 | $183,988-79.4% | $162,177-76.6% | $152,897-75.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 12.68% | 150.79%-138.1pp | 115.60%-102.9pp | 345.43%-332.7pp |
| Employer contribution / active EE | $2,539 | $6,370-60.1% | $5,613-54.8% | $4,764-46.7% |
| Participant deferral / active EE | $2,022 | $8,032-74.8% | $7,297-72.3% | $5,851-65.4% |
| Admin fee / account holder | $3,310 | $13,123-74.8% | $10,843-69.5% | $11,599-71.5% |