Filed September 4, 2020
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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 | $90,693 | $81,403+11.4% | $147,027-38.3% | $87,485+3.7% |
| Participation rate | 80.0% | 63.4%+16.6pp | 73.7%+6.3pp | 68.9%+11.1pp |
| Annual return | 15.28% | 16.51%-1.2pp | 20.23%-5.0pp | 26.06%-10.8pp |
| Employer contribution / active EE | $4,568 | $2,205+107.1% | $3,626+26.0% | $2,596+75.9% |
| Participant deferral / active EE | $123 | $3,315-96.3% | $4,933-97.5% | $4,274-97.1% |
| Admin fee / account holder | $708 | $6,755-89.5% | $12,223-94.2% | $7,775-90.9% |