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 | $15,073 | $185,883-91.9% | $170,043-91.1% | $139,466-89.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.88% | 60.54%-46.7pp | 53.40%-39.5pp | 373.66%-359.8pp |
| Employer contribution / active EE | $551 | $7,596-92.7% | $6,790-91.9% | $4,754-88.4% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,197 | $15,393-79.2% | $12,824-75.1% | $11,409-72.0% |