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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,550 | $102,661-51.7% | $151,645-67.3% | $66,949-26.0% |
| Participation rate | 98.0% | 85.5%+12.5pp | 87.5%+10.5pp | 69.8%+28.2pp |
| Annual return | -14.45% | -10.81%-3.6pp | 3.34%-17.8pp | 1.57%-16.0pp |
| Employer contribution / active EE | $2,706 | $4,184-35.3% | $6,165-56.1% | $2,545+6.3% |
| Participant deferral / active EE | $2,982 | $6,645-55.1% | $8,363-64.3% | $4,239-29.7% |
| Admin fee / account holder | $3,346 | $630+430.6% | $11,614-71.2% | $594+463.7% |