Filed April 6, 2020
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Participant 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 | $79,730 | $91,559-12.9% | $133,978-40.5% | $79,856-0.2% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | 13.46% | 61.85%-48.4pp | 45.10%-31.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $6,108 | $2,384+156.2% | $3,919+55.9% | $2,471+147.2% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $14,062 | $6,321+122.5% | $8,930+57.5% | $5,306+165.0% |