Filed April 26, 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 | $48,054 | $79,523-39.6% | $140,019-65.7% | $56,289-14.6% |
| Participation rate | 83.7% | 85.7%-2.0pp | 87.5%-3.8pp | 69.9%+13.9pp |
| Annual return | -4.71% | 2.39%-7.1pp | 651.17%-655.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,212 | $3,350-63.8% | $5,605-78.4% | $2,111-42.6% |
| Participant deferral / active EE | $3,299 | $5,129-35.7% | $6,927-52.4% | $3,350-1.5% |
| Admin fee / account holder | $838 | $614+36.4% | $10,705-92.2% | $521+60.8% |