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 | $56,310 | $123,793-54.5% | $177,848-68.3% | $79,856-29.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.73% | 22.82%-8.1pp | 48.33%-33.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,555 | $4,095-37.6% | $5,919-56.8% | $2,471+3.4% |
| Participant deferral / active EE | $2,489 | $5,956-58.2% | $7,714-67.7% | $3,741-33.5% |
| Admin fee / account holder | $1,330 | $7,243-81.6% | $12,431-89.3% | $5,306-74.9% |