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 | $43,429 | $160,059-72.9% | $140,019-69.0% | $135,380-67.9% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.5%+8.0pp | 82.6%+12.8pp |
| Annual return | -7.32% | 911.48%-918.8pp | 651.17%-658.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $2,684 | $6,420-58.2% | $5,605-52.1% | $4,779-43.8% |
| Participant deferral / active EE | $1,719 | $7,641-77.5% | $6,927-75.2% | $5,609-69.4% |
| Admin fee / account holder | $425 | $13,328-96.8% | $10,705-96.0% | $10,828-96.1% |