Filed May 20, 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 | $225,123 | $88,672+153.9% | $105,223+113.9% | $82,448+173.0% |
| Participation rate | 87.5% | 67.9%+19.6pp | 75.0%+12.5pp | 68.1%+19.4pp |
| Annual return | 13.68% | 30.86%-17.2pp | 180.65%-167.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,083 | $4,036+174.6% | $5,072+118.5% | $4,139+167.8% |
| Admin fee / account holder | $17,067 | $7,146+138.8% | $8,859+92.7% | $7,234+135.9% |