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 | $223,823-72.3% | $211,142-70.6% | $154,746-59.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.37% | 50.39%-35.0pp | 46.84%-31.5pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,970 | $6,787-71.0% | $6,442-69.4% | $4,379-55.0% |
| Participant deferral / active EE | $1,084 | $9,750-88.9% | $9,284-88.3% | $6,730-83.9% |
| Admin fee / account holder | $2,155 | $19,707-89.1% | $19,076-88.7% | $14,365-85.0% |