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 | $105,297 | $84,685+24.3% | $73,836+42.6% | $125,389-16.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.91% | 3123.80%-3122.9pp | 2268.06%-2267.1pp | 282.24%-281.3pp |
| Employer contribution / active EE | $18,838 | $3,123+503.1% | $2,787+575.8% | $4,866+287.1% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,286 | $5,694+80.6% | $4,882+110.7% | $9,541+7.8% |