Filed February 3, 2020 (most recent of 4 filings on file)
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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 | $16,610 | $81,870-79.7% | $119,634-86.1% | $68,490-75.7% |
| Participation rate | 94.9% | 71.9%+23.0pp | 79.3%+15.6pp | 67.9%+27.0pp |
| Annual return | -17.86% | -23.82%+6.0pp | -14.98%-2.9pp | -7.85%-10.0pp |
| Employer contribution / active EE | $782 | $2,692-71.0% | $4,232-81.5% | $2,597-69.9% |
| Participant deferral / active EE | $2,880 | $4,148-30.6% | $5,601-48.6% | $4,028-28.5% |
| Admin fee / account holder | $518 | $6,583-92.1% | $10,329-95.0% | $5,403-90.4% |