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 | $80,855+12.2% | $153,416-40.9% | $86,983+4.3% |
| Participation rate | 80.0% | 64.1%+15.9pp | 74.3%+5.7pp | 69.5%+10.5pp |
| Annual return | 15.28% | 16.18%-0.9pp | 17.84%-2.6pp | 25.83%-10.6pp |
| Employer contribution / active EE | $4,568 | $2,308+97.9% | $3,764+21.4% | $2,584+76.7% |
| Participant deferral / active EE | $123 | $3,333-96.3% | $4,723-97.4% | $4,194-97.1% |
| Admin fee / account holder | $708 | $6,908-89.8% | $13,095-94.6% | $7,856-91.0% |