Filed January 27, 2020 (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 | $58,177 | $87,834-33.8% | $133,975-56.6% | $62,881-7.5% |
| Participation rate | 80.4% | 83.4%-3.0pp | 87.1%-6.7pp | 69.3%+11.1pp |
| Annual return | 8.91% | 12.05%-3.1pp | 29.29%-20.4pp | 20.14%-11.2pp |
| Employer contribution / active EE | $268 | $3,482-92.3% | $5,211-94.9% | $2,281-88.2% |
| Participant deferral / active EE | $2,535 | $4,812-47.3% | $6,282-59.7% | $3,203-20.9% |
| Admin fee / account holder | $6,216 | $5,372+15.7% | $9,324-33.3% | $4,296+44.7% |