Filed July 10, 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 | $208,022 | $114,013+82.5% | $103,693+100.6% | $155,188+34.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 30.05% | 49.31%-19.3pp | 47.61%-17.6pp | 148.84%-118.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,996 | $4,970+121.3% | $4,579+140.1% | $6,531+68.4% |
| Admin fee / account holder | $50,101 | $8,407+495.9% | $7,858+537.6% | $14,480+246.0% |