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 | $62,020 | $209,336-70.4% | $197,124-68.5% | $137,256-54.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.37% | 48.09%-32.7pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,970 | $6,591-70.1% | $6,227-68.4% | $4,156-52.6% |
| Participant deferral / active EE | $1,084 | $9,614-88.7% | $9,135-88.1% | $6,407-83.1% |
| Admin fee / account holder | $2,155 | $17,308-87.5% | $16,298-86.8% | $12,270-82.4% |