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 | $166,905 | $212,386-21.4% | $199,883-16.5% | $138,895+20.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 10.76% | 47.75%-37.0pp | 43.81%-33.1pp | 145.39%-134.6pp |
| Employer contribution / active EE | $6,978 | $6,625+5.3% | $6,261+11.4% | $4,194+66.4% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,161 | $18,233-60.7% | $17,268-58.5% | $12,562-43.0% |