Filed November 25, 2020
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,326 | $87,834-62.1% | $133,975-75.1% | $62,881-47.0% |
| Participation rate | 90.4% | 83.4%+7.0pp | 87.1%+3.3pp | 69.3%+21.1pp |
| Annual return | 2.97% | 12.05%-9.1pp | 29.29%-26.3pp | 20.14%-17.2pp |
| Employer contribution / active EE | $2,375 | $3,482-31.8% | $5,211-54.4% | $2,281+4.1% |
| Participant deferral / active EE | $2,146 | $4,812-55.4% | $6,282-65.8% | $3,203-33.0% |
| Admin fee / account holder | $2,067 | $5,372-61.5% | $9,324-77.8% | $4,296-51.9% |