Filed July 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,051 | $100,060-4.0% | $149,721-35.8% | $70,126+37.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 3.90% | 27.46%-23.6pp | 1501.67%-1497.8pp | 73.15%-69.3pp |
| Employer contribution / active EE | $4,769 | $3,661+30.3% | $5,444-12.4% | $2,343+103.6% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,337 | $8,285-59.7% | $11,282-70.4% | $4,645-28.2% |