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 | $140,796 | $209,874-32.9% | $189,537-25.7% | $167,536-16.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.15% | 748.61%-725.5pp | 555.34%-532.2pp | 478.82%-455.7pp |
| Employer contribution / active EE | $6,105 | $6,913-11.7% | $6,161-0.9% | $4,839+26.2% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,815 | $14,299-45.3% | $12,048-35.1% | $12,315-36.5% |