Filed February 3, 2020 (most recent of 4 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,412 | $99,994-81.6% | $146,643-87.4% | $85,847-78.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.62% | 18.93%-4.3pp | 22.75%-8.1pp | 318.61%-304.0pp |
| Employer contribution / active EE | $499 | $2,559-80.5% | $4,137-87.9% | $2,565-80.6% |
| Participant deferral / active EE | $3,039 | $4,006-24.1% | $5,506-44.8% | $3,952-23.1% |
| Admin fee / account holder | $2,823 | $7,703-63.3% | $10,280-72.5% | $6,261-54.9% |