Filed May 19, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,668 | $162,821-34.5% | $133,978-20.4% | $158,982-32.9% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 0.36% | 41.95%-41.6pp | 45.10%-44.7pp | 302.99%-302.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,925 | $5,910+84.8% | $5,047+116.5% | $5,983+82.6% |
| Admin fee / account holder | $132,316 | $11,742+1026.9% | $8,930+1381.7% | $11,252+1076.0% |