Filed December 27, 2019
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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 | $24,123 | $60,442-60.1% | $96,754-75.1% | $87,485-72.4% |
| Participation rate | 75.5% | 58.7%+16.8pp | 70.3%+5.2pp | 68.9%+6.6pp |
| Annual return | 26.30% | 21.97%+4.3pp | 82.04%-55.7pp | 26.06%+0.2pp |
| Employer contribution / active EE | $98 | $1,691-94.2% | $2,679-96.4% | $2,596-96.2% |
| Participant deferral / active EE | $2,358 | $3,280-28.1% | $4,758-50.4% | $4,274-44.8% |
| Admin fee / account holder | $7,084 | $5,069+39.7% | $8,905-20.5% | $7,775-8.9% |