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 | $189,333 | $81,870+131.3% | $119,634+58.3% | $68,490+176.4% |
| Participation rate | 93.1% | 71.9%+21.2pp | 79.3%+13.8pp | 67.9%+25.2pp |
| Annual return | 22.80% | -23.82%+46.6pp | -14.98%+37.8pp | -7.85%+30.7pp |
| Employer contribution / active EE | $13,239 | $2,692+391.8% | $4,232+212.8% | $2,597+409.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,905 | $6,583-25.5% | $10,329-52.5% | $5,403-9.2% |