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 | $130,248 | $54,370+139.6% | $82,763+57.4% | $68,490+90.2% |
| Participation rate | 96.9% | 63.9%+32.9pp | 72.6%+24.3pp | 67.9%+29.0pp |
| Annual return | -16.28% | -13.67%-2.6pp | 702.45%-718.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $20,859 | $2,219+839.9% | $3,008+593.4% | $2,597+703.3% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $26,039 | $4,398+492.0% | $5,325+389.0% | $5,403+381.9% |