Filed August 17, 2021
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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 | $67,909 | $157,829-57.0% | $136,867-50.4% | $198,609-65.8% |
| Participation rate | 70.6% | 77.2%-6.6pp | 74.5%-4.0pp | 82.4%-11.8pp |
| Annual return | 15.40% | 51.25%-35.9pp | 42.97%-27.6pp | 202.70%-187.3pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,742 | $5,463-49.8% | $4,924-44.3% | $6,977-60.7% |
| Admin fee / account holder | $753 | $11,107-93.2% | $10,340-92.7% | $19,030-96.0% |