Filed May 9, 2019 (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 | $16,505 | $65,704-74.9% | $94,229-82.5% | $59,633-72.3% |
| Participation rate | 81.3% | 72.1%+9.1pp | 78.8%+2.5pp | 68.7%+12.6pp |
| Annual return | -1.76% | 5.22%-7.0pp | 10.68%-12.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $993 | $2,021-50.9% | $3,587-72.3% | $2,203-54.9% |
| Participant deferral / active EE | $1,422 | $3,143-54.8% | $4,320-67.1% | $3,192-55.5% |
| Admin fee / account holder | $1,589 | $4,265-62.8% | $6,269-74.7% | $4,297-63.0% |