Filed October 6, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,539 | $226,135-64.8% | $182,558-56.4% | $152,909-48.0% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 4.08% | 192.60%-188.5pp | 148.59%-144.5pp | 345.46%-341.4pp |
| Employer contribution / active EE | $11,671 | $4,979+134.4% | $4,076+186.3% | $4,764+145.0% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $515 | $10,707-95.2% | $8,594-94.0% | $11,601-95.6% |