Filed August 20, 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 | $38,287 | $160,059-76.1% | $140,019-72.7% | $135,379-71.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | 131.98% | 911.44%-779.5pp | 651.15%-519.2pp | 519.79%-387.8pp |
| Employer contribution / active EE | $1,960 | $6,420-69.5% | $5,605-65.0% | $4,779-59.0% |
| Participant deferral / active EE | $1,696 | $7,641-77.8% | $6,927-75.5% | $5,609-69.8% |
| Admin fee / account holder | $6,056 | $13,328-54.6% | $10,705-43.4% | $10,828-44.1% |