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 | $93,345+141.2% | $119,126+89.0% | $87,485+157.3% |
| Participation rate | 87.5% | 68.7%+18.8pp | 75.8%+11.7pp | 68.9%+18.6pp |
| Annual return | 13.68% | 19.08%-5.4pp | 282.11%-268.4pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,083 | $4,099+170.4% | $5,318+108.4% | $4,274+159.3% |
| Admin fee / account holder | $17,067 | $8,039+112.3% | $10,693+59.6% | $7,775+119.5% |