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 | $96,731+132.7% | $123,973+81.6% | $86,983+158.8% |
| Participation rate | 87.5% | 70.0%+17.5pp | 76.7%+10.8pp | 69.5%+18.0pp |
| Annual return | 13.68% | 17.33%-3.6pp | 388.13%-374.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,083 | $4,152+166.9% | $5,247+111.2% | $4,194+164.3% |
| Admin fee / account holder | $17,067 | $8,722+95.7% | $11,799+44.7% | $7,856+117.3% |