Filed September 14, 2020 (most recent of 2 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 | $80,640 | $146,267-44.9% | $197,124-59.1% | $82,448-2.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 86.7%+0.8pp | 68.1%+19.4pp |
| Annual return | 16.86% | 29.61%-12.8pp | 44.34%-27.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,530 | $4,723-67.6% | $6,227-75.4% | $2,551-40.0% |
| Participant deferral / active EE | $4,044 | $7,035-42.5% | $9,135-55.7% | $4,139-2.3% |
| Admin fee / account holder | $5,313 | $14,422-63.2% | $16,298-67.4% | $7,234-26.6% |