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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,327 | $125,797-60.8% | $170,057-71.0% | $75,177-34.4% |
| Participation rate | 70.5% | 83.6%-13.1pp | 87.0%-16.6pp | 67.2%+3.2pp |
| Annual return | 15.23% | 27.20%-12.0pp | 53.42%-38.2pp | 160.75%-145.5pp |
| Employer contribution / active EE | $455 | $4,616-90.1% | $6,790-93.3% | $2,671-83.0% |
| Participant deferral / active EE | $3,112 | $6,838-54.5% | $10,411-70.1% | $4,126-24.6% |
| Admin fee / account holder | $4,501 | $8,177-45.0% | $12,826-64.9% | $5,651-20.4% |