Filed April 11, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,388 | $138,385-57.8% | $184,243-68.3% | $80,925-27.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.7%+7.3pp |
| Annual return | 10.71% | 20.02%-9.3pp | 28.82%-18.1pp | 35.65%-24.9pp |
| Employer contribution / active EE | $475 | $4,851-90.2% | $6,427-92.6% | $2,756-82.8% |
| Participant deferral / active EE | $3,250 | $7,075-54.1% | $9,132-64.4% | $4,299-24.4% |
| Admin fee / account holder | $865 | $10,489-91.8% | $13,914-93.8% | $6,940-87.5% |