Filed August 12, 2020 (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 | $51,418 | $91,439-43.8% | $135,974-62.2% | $71,511-28.1% |
| Participation rate | 89.7% | 75.7%+14.1pp | 81.9%+7.8pp | 67.9%+21.8pp |
| Annual return | 35.31% | 29.90%+5.4pp | 68.30%-33.0pp | 28.86%+6.5pp |
| Employer contribution / active EE | $4 | $3,705-99.9% | $4,859-99.9% | $2,589-99.8% |
| Participant deferral / active EE | $7,018 | $7,093-1.1% | $7,760-9.6% | $4,291+63.6% |
| Admin fee / account holder | $3,514 | $1,267+177.4% | $10,767-67.4% | $1,588+121.2% |