Filed August 18, 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 | $96,150 | $184,000-47.7% | $162,185-40.7% | $152,909-37.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 18.87% | 150.80%-131.9pp | 115.61%-96.7pp | 345.46%-326.6pp |
| Employer contribution / active EE | $9,139 | $6,370+43.5% | $5,613+62.8% | $4,764+91.8% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,254 | $13,124-82.8% | $10,844-79.2% | $11,601-80.6% |