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 | $183,435 | $60,139+205.0% | $90,461+102.8% | $79,856+129.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.12% | 71.96%-56.8pp | 1294.76%-1279.6pp | 31.71%-16.6pp |
| Employer contribution / active EE | $20,991 | $2,069+914.7% | $3,264+543.1% | $2,471+749.4% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $23,907 | $3,978+500.9% | $5,617+325.7% | $5,306+350.5% |