Filed October 26, 2021
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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 | $21,496 | $75,962-71.7% | $154,111-86.1% | $64,173-66.5% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -6.89% | 30.32%-37.2pp | 735.18%-742.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,878 | $3,350-44.0% | $5,298-64.6% | $2,381-21.1% |
| Participant deferral / active EE | $788 | $3,175-75.2% | $5,081-84.5% | $3,470-77.3% |
| Admin fee / account holder | $783 | $5,589-86.0% | $13,411-94.2% | $4,887-84.0% |