Filed January 21, 2019 (most recent of 2 filings on file)
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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 | $62,792 | $176,105-64.3% | $159,474-60.6% | $167,536-62.5% |
| Participation rate | 70.6% | 85.0%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 14.54% | 331.91%-317.4pp | 263.68%-249.1pp | 478.82%-464.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,660 | $7,751-1.2% | $7,353+4.2% | $6,342+20.8% |
| Admin fee / account holder | $921 | $12,559-92.7% | $10,802-91.5% | $12,315-92.5% |