Filed July 23, 2021
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Employer 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 | $120,054 | $138,393-13.3% | $184,256-34.8% | $80,959+48.3% |
| Participation rate | 83.3% | 83.9%-0.6pp | 86.8%-3.5pp | 67.7%+15.7pp |
| Annual return | 44.83% | 20.01%+24.8pp | 28.85%+16.0pp | 35.67%+9.2pp |
| Employer contribution / active EE | $1,339 | $4,847-72.4% | $6,427-79.2% | $2,757-51.4% |
| Participant deferral / active EE | $3,794 | $7,076-46.4% | $9,133-58.5% | $4,300-11.8% |
| Admin fee / account holder | $1,579 | $10,489-84.9% | $13,899-88.6% | $6,925-77.2% |