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 | $184,864 | $58,258+217.3% | $81,820+125.9% | $80,925+128.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.35% | 41.76%-26.4pp | 777.93%-762.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $21,698 | $2,345+825.1% | $2,915+644.3% | $2,756+687.2% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $15,177 | $4,976+205.0% | $7,391+105.4% | $6,940+118.7% |