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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,153 | $94,529-0.4% | $140,019-32.8% | $64,173+46.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.21% | 7.77%-15.0pp | 651.17%-658.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,018 | $3,812+5.4% | $5,605-28.3% | $2,381+68.8% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,449 | $6,741-4.3% | $10,705-39.8% | $4,887+31.9% |