Filed January 22, 2020
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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 | $148,955 | $110,083+35.3% | $151,639-1.8% | $68,486+117.5% |
| Participation rate | 81.3% | 84.0%-2.7pp | 87.5%-6.2pp | 67.9%+13.4pp |
| Annual return | -17.41% | -10.12%-7.3pp | 3.34%-20.7pp | -7.85%-9.6pp |
| Employer contribution / active EE | $94 | $4,470-97.9% | $6,165-98.5% | $2,597-96.4% |
| Participant deferral / active EE | $6,682 | $6,526+2.4% | $8,363-20.1% | $4,028+65.9% |
| Admin fee / account holder | $1,257 | $7,718-83.7% | $11,613-89.2% | $5,404-76.7% |