Filed February 11, 2021
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Employer 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 | $106,563 | $109,905-3.0% | $98,506+8.2% | $167,553-36.4% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 14.42% | 1960.20%-1945.8pp | 1494.92%-1480.5pp | 478.89%-464.5pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $12,922 | $4,674+176.5% | $4,277+202.1% | $6,343+103.7% |
| Admin fee / account holder | $6,357 | $6,760-6.0% | $5,955+6.8% | $12,316-48.4% |