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 | $107,148 | $109,359-2.0% | $162,185-33.9% | $72,976+46.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 13.10% | 25.46%-12.4pp | 115.61%-102.5pp | 81.02%-67.9pp |
| Employer contribution / active EE | $9,323 | $3,907+138.6% | $5,613+66.1% | $2,440+282.1% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,342 | $7,972-33.0% | $10,844-50.7% | $5,124+4.2% |