Filed November 20, 2019 (most recent of 3 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 | $104,052 | $81,947+27.0% | $105,387-1.3% | $72,983+42.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.02% | 42.90%-23.9pp | 26.82%-7.8pp | 81.01%-62.0pp |
| Employer contribution / active EE | $0 | $3,468-100.0% | $4,213-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,509 | $4,494+22.6% | $5,502+0.1% | $3,608+52.7% |
| Admin fee / account holder | $12,403 | $6,258+98.2% | $6,559+89.1% | $5,124+142.0% |