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 | $60,001 | $94,529-36.5% | $140,019-57.1% | $64,173-6.5% |
| Participation rate | 86.7% | 84.1%+2.6pp | 87.5%-0.8pp | 69.6%+17.1pp |
| Annual return | -5.99% | 7.77%-13.8pp | 651.17%-657.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $977 | $3,812-74.4% | $5,605-82.6% | $2,381-58.9% |
| Participant deferral / active EE | $2,980 | $5,250-43.2% | $6,927-57.0% | $3,470-14.1% |
| Admin fee / account holder | $557 | $6,741-91.7% | $10,705-94.8% | $4,887-88.6% |