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 | $168,987 | $103,038+64.0% | $90,324+87.1% | $152,909+10.5% |
| Participation rate | 95.8% | 75.9%+20.0pp | 73.3%+22.6pp | 82.5%+13.4pp |
| Annual return | 20.41% | 95.25%-74.8pp | 78.15%-57.7pp | 345.46%-325.1pp |
| Employer contribution / active EE | $20,685 | $3,141+558.6% | $2,856+624.3% | $4,764+334.2% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,268 | $6,177+66.2% | $5,356+91.7% | $11,601-11.5% |