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 | $247,107 | $91,536+170.0% | $130,062+90.0% | $75,177+228.7% |
| Participation rate | 96.4% | 71.5%+25.0pp | 78.5%+17.9pp | 67.2%+29.2pp |
| Annual return | 27.92% | -631.62%+659.5pp | -137.37%+165.3pp | 160.75%-132.8pp |
| Employer contribution / active EE | $14,568 | $2,845+412.1% | $4,322+237.1% | $2,671+445.4% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,055 | $6,780-25.4% | $10,601-52.3% | $5,651-10.6% |