Filed July 8, 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 | $11,006 | $81,262-86.5% | $155,602-92.9% | $80,911-86.4% |
| Participation rate | 89.6% | 66.2%+23.3pp | 78.2%+11.4pp | 67.6%+21.9pp |
| Annual return | 13.55% | 33.34%-19.8pp | 64.81%-51.3pp | 35.63%-22.1pp |
| Employer contribution / active EE | $72 | $3,102-97.7% | $4,675-98.5% | $2,756-97.4% |
| Participant deferral / active EE | $1,741 | $3,451-49.6% | $5,629-69.1% | $4,297-59.5% |
| Admin fee / account holder | $390 | $7,992-95.1% | $15,923-97.6% | $6,935-94.4% |