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 | $56,845 | $123,793-54.1% | $177,840-68.0% | $79,852-28.8% |
| Participation rate | 95.3% | 84.7%+10.7pp | 87.7%+7.6pp | 69.6%+25.7pp |
| Annual return | 13.01% | 22.82%-9.8pp | 48.32%-35.3pp | 31.72%-18.7pp |
| Employer contribution / active EE | $810 | $4,095-80.2% | $5,919-86.3% | $2,471-67.2% |
| Participant deferral / active EE | $3,438 | $5,956-42.3% | $7,714-55.4% | $3,740-8.1% |
| Admin fee / account holder | $1,558 | $7,243-78.5% | $12,431-87.5% | $5,306-70.6% |