Filed December 4, 2019
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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 | $13,475 | $99,009-86.4% | $86,581-84.4% | $147,585-90.9% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 18.19% | 1312.70%-1294.5pp | 965.06%-946.9pp | 578.58%-560.4pp |
| Employer contribution / active EE | $4,336 | $3,132+38.4% | $2,840+52.7% | $4,876-11.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $871 | $5,709-84.7% | $4,904-82.2% | $10,886-92.0% |