Filed October 18, 2019 (most recent of 2 filings on file)
Total covered: 312 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $532,564 | $139,948+280.5% | $121,663+337.7% | $154,746+244.2% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.5%+8.8pp | 80.7%+2.6pp |
| Annual return | -5.33% | 230.52%-235.9pp | 147.54%-152.9pp | 172.34%-177.7pp |
| Employer contribution / active EE | $14,450 | $3,521+310.4% | $3,020+378.5% | $4,379+230.0% |
| Participant deferral / active EE | $13,796 | $5,629+145.1% | $4,887+182.3% | $6,730+105.0% |
| Admin fee / account holder | $8,404 | $17,321-51.5% | $14,289-41.2% | $14,365-41.5% |