Filed September 4, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,059 | $61,390+20.6% | $112,228-34.0% | $75,177-1.5% |
| Participation rate | 75.0% | 61.6%+13.4pp | 72.4%+2.6pp | 67.2%+7.8pp |
| Annual return | 16.82% | 28.47%-11.6pp | 30.23%-13.4pp | 160.75%-143.9pp |
| Employer contribution / active EE | $113 | $2,015-94.4% | $3,432-96.7% | $2,671-95.8% |
| Participant deferral / active EE | $4,144 | $3,108+33.3% | $4,800-13.7% | $4,126+0.4% |
| Admin fee / account holder | $21,955 | $4,862+351.6% | $7,752+183.2% | $5,651+288.5% |