Filed August 11, 2021
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Participant 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 | $76,604 | $87,834-12.8% | $133,975-42.8% | $62,881+21.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 2.55% | 12.05%-9.5pp | 29.29%-26.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $3,790 | $3,482+8.8% | $5,211-27.3% | $2,281+66.1% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,030 | $5,372-6.4% | $9,324-46.1% | $4,296+17.1% |