Filed October 22, 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 | $143,759 | $99,994+43.8% | $146,647-2.0% | $85,851+67.5% |
| Participation rate | 93.5% | 73.1%+20.5pp | 80.1%+13.5pp | 69.3%+24.2pp |
| Annual return | 1868.67% | 18.93%+1849.7pp | 22.75%+1845.9pp | 318.63%+1550.0pp |
| Employer contribution / active EE | $12,111 | $2,559+373.3% | $4,137+192.7% | $2,565+372.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,314 | $7,703-82.9% | $10,281-87.2% | $6,261-79.0% |