Filed April 15, 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 | $145,533 | $143,969+1.1% | $199,883-27.2% | $82,637+76.1% |
| Participation rate | 92.3% | 84.1%+8.2pp | 86.8%+5.5pp | 68.1%+24.3pp |
| Annual return | 16.86% | 25.67%-8.8pp | 43.81%-27.0pp | 53.51%-36.6pp |
| Employer contribution / active EE | $7,365 | $4,632+59.0% | $6,261+17.6% | $2,552+188.6% |
| Participant deferral / active EE | $2,217 | $6,937-68.0% | $9,138-75.7% | $4,126-46.3% |
| Admin fee / account holder | $5,323 | $14,597-63.5% | $17,268-69.2% | $7,339-27.5% |