Filed October 27, 2020
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Employer 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 | $127,522 | $78,425+62.6% | $95,956+32.9% | $79,858+59.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.15% | 19.37%-3.2pp | 91.63%-75.5pp | 31.72%-15.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,433 | $3,440+174.2% | $4,167+126.4% | $3,740+152.2% |
| Admin fee / account holder | $7,620 | $5,622+35.5% | $6,797+12.1% | $5,306+43.6% |