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 | $162,700 | $57,330+183.8% | $86,656+87.8% | $75,177+116.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.96% | 2675.40%-2656.4pp | 593.09%-574.1pp | 160.75%-141.8pp |
| Employer contribution / active EE | $21,543 | $2,316+830.0% | $3,025+612.0% | $2,671+706.5% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $14,414 | $4,115+250.3% | $5,619+156.5% | $5,651+155.1% |