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 | $51,338 | $153,769-66.6% | $133,975-61.7% | $273,972-81.3% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.1%+3.4pp | 83.0%+7.5pp |
| Annual return | 7.03% | 36.51%-29.5pp | 29.29%-22.3pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,877 | $6,029-52.3% | $5,211-44.8% | $4,869-40.9% |
| Participant deferral / active EE | $2,296 | $6,958-67.0% | $6,282-63.5% | $5,287-56.6% |
| Admin fee / account holder | $3,275 | $11,765-72.2% | $9,324-64.9% | $10,133-67.7% |