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 | $225,673 | $109,872+105.4% | $98,483+129.1% | $167,536+34.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.69% | 1959.31%-1945.6pp | 1494.38%-1480.7pp | 478.82%-465.1pp |
| Employer contribution / active EE | $24,057 | $3,225+645.9% | $2,961+712.5% | $4,839+397.1% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $20,377 | $6,757+201.6% | $5,953+242.3% | $12,315+65.5% |