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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,034 | $176,794-40.0% | $146,647-27.7% | $167,553-36.7% |
| Participation rate | 81.0% | 83.6%-2.7pp | 80.1%+0.9pp | 82.1%-1.2pp |
| Annual return | 47.36% | 24.04%+23.3pp | 22.75%+24.6pp | 478.89%-431.5pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,920 | $6,440+38.5% | $5,506+62.0% | $6,343+40.6% |
| Admin fee / account holder | $53,936 | $13,262+306.7% | $10,281+424.6% | $12,316+337.9% |