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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,432 | $184,000-90.5% | $162,185-89.3% | $152,909-88.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 4.99% | 150.80%-145.8pp | 115.61%-110.6pp | 345.46%-340.5pp |
| Employer contribution / active EE | $110 | $6,370-98.3% | $5,613-98.0% | $4,764-97.7% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,365 | $13,124-89.6% | $10,844-87.4% | $11,601-88.2% |