Filed June 17, 2020 (most recent of 3 filings on file)
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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.)
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 | $29,559 | $138,386-78.6% | $184,260-84.0% | $80,935-63.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 23.92% | 20.02%+3.9pp | 28.84%-4.9pp | 35.66%-11.7pp |
| Employer contribution / active EE | $1,610 | $4,851-66.8% | $6,427-75.0% | $2,757-41.6% |
| Participant deferral / active EE | $2,426 | $7,076-65.7% | $9,133-73.4% | $4,299-43.6% |
| Admin fee / account holder | $355 | $10,489-96.6% | $13,898-97.4% | $6,924-94.9% |