Filed March 31, 2021
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Employer 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 | $76,226 | $100,041-23.8% | $149,718-49.1% | $70,131+8.7% |
| Participation rate | 74.1% | 83.6%-9.5pp | 87.1%-13.0pp | 69.5%+4.5pp |
| Annual return | 13.67% | 27.43%-13.8pp | 1501.70%-1488.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $896 | $3,662-75.5% | $5,444-83.5% | $2,342-61.7% |
| Participant deferral / active EE | $2,965 | $4,983-40.5% | $6,568-54.9% | $3,332-11.0% |
| Admin fee / account holder | $26,348 | $8,286+218.0% | $11,283+133.5% | $4,645+467.2% |