Filed April 26, 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 | $43,777 | $74,089-40.9% | $133,975-67.3% | $55,167-20.6% |
| Participation rate | 87.5% | 84.3%+3.2pp | 87.1%+0.4pp | 69.0%+18.5pp |
| Annual return | 8.09% | 12.11%-4.0pp | 29.29%-21.2pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,353 | $3,064-55.8% | $5,211-74.0% | $1,963-31.1% |
| Participant deferral / active EE | $2,430 | $4,678-48.1% | $6,282-61.3% | $3,054-20.5% |
| Admin fee / account holder | $1,790 | $458+290.7% | $9,324-80.8% | $504+255.2% |