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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,093 | $94,529+12.2% | $140,019-24.2% | $64,173+65.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 19.52% | 7.77%+11.7pp | 651.17%-631.6pp | 7.63%+11.9pp |
| Employer contribution / active EE | $6,060 | $3,812+58.9% | $5,605+8.1% | $2,381+154.5% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,903 | $6,741-27.3% | $10,705-54.2% | $4,887+0.3% |