Filed March 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 | $43,628 | $82,028-46.8% | $123,105-64.6% | $59,633-26.8% |
| Participation rate | 96.2% | 83.2%+13.0pp | 86.8%+9.4pp | 68.7%+27.5pp |
| Annual return | -0.73% | 5.12%-5.8pp | 13.22%-13.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $2,205 | $3,297-33.1% | $5,151-57.2% | $2,203+0.1% |
| Participant deferral / active EE | $1,224 | $4,667-73.8% | $6,229-80.4% | $3,192-61.7% |
| Admin fee / account holder | $693 | $5,879-88.2% | $9,014-92.3% | $4,297-83.9% |