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 | $34,892 | $183,978-81.0% | $162,171-78.5% | $152,885-77.2% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.5%-9.7pp |
| Annual return | 31.13% | 150.78%-119.7pp | 115.60%-84.5pp | 345.39%-314.3pp |
| Employer contribution / active EE | $2,879 | $6,370-54.8% | $5,613-48.7% | $4,763-39.5% |
| Participant deferral / active EE | $2,631 | $8,033-67.2% | $7,297-63.9% | $5,851-55.0% |
| Admin fee / account holder | $15,796 | $13,122+20.4% | $10,843+45.7% | $11,598+36.2% |