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 | $112,551 | $109,359+2.9% | $162,185-30.6% | $72,976+54.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 27.03% | 25.46%+1.6pp | 115.61%-88.6pp | 81.02%-54.0pp |
| Employer contribution / active EE | $4,881 | $3,907+24.9% | $5,613-13.0% | $2,440+100.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,967 | $7,972-25.1% | $10,844-45.0% | $5,124+16.4% |