Filed August 11, 2020
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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 | $101,454 | $39,132+159.3% | $57,196+77.4% | $62,881+61.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.44% | 9.24%-3.8pp | 14.59%-9.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $5,080 | $1,874+171.1% | $2,683+89.3% | $2,281+122.7% |
| Participant deferral / active EE | $35 | $2,374-98.5% | $3,096-98.9% | $3,203-98.9% |
| Admin fee / account holder | $4,487 | $2,594+73.0% | $3,141+42.9% | $4,296+4.4% |