Filed February 11, 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 | $184,864 | $58,234+217.4% | $81,783+126.0% | $80,874+128.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 15.35% | 41.70%-26.4pp | 775.05%-759.7pp | 35.62%-20.3pp |
| Employer contribution / active EE | $21,698 | $2,341+826.7% | $2,913+645.0% | $2,756+687.4% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $15,177 | $4,982+204.7% | $7,380+105.7% | $6,935+118.8% |