Filed July 8, 2021 (most recent of 2 filings on file)
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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,937 | $138,393-89.2% | $184,256-91.9% | $80,959-81.6% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.7%+28.3pp |
| Annual return | 18.92% | 20.01%-1.1pp | 28.85%-9.9pp | 35.67%-16.7pp |
| Employer contribution / active EE | $122 | $4,847-97.5% | $6,427-98.1% | $2,757-95.6% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $621 | $10,489-94.1% | $13,899-95.5% | $6,925-91.0% |