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 | $102,595-33.8% | $94,057-27.8% | $154,746-56.1% |
| Participation rate | 70.6% | 76.0%-5.4pp | 73.3%-2.8pp | 80.7%-10.1pp |
| Annual return | 15.40% | 583.42%-568.0pp | 480.62%-465.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,742 | $5,118-46.4% | $4,709-41.8% | $6,730-59.3% |
| Admin fee / account holder | $753 | $7,736-90.3% | $7,244-89.6% | $14,365-94.8% |