Filed April 10, 2020
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Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,690 | $85,766-40.9% | $136,298-62.8% | $70,126-27.7% |
| Participation rate | 97.0% | 74.2%+22.8pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 8.36% | 31.46%-23.1pp | 5156.27%-5147.9pp | 73.15%-64.8pp |
| Employer contribution / active EE | $386 | $2,966-87.0% | $4,696-91.8% | $2,343-83.5% |
| Participant deferral / active EE | $2,281 | $5,051-54.8% | $6,247-63.5% | $3,332-31.5% |
| Admin fee / account holder | $952 | $5,421-82.4% | $9,244-89.7% | $4,645-79.5% |