Filed June 4, 2020 (most recent of 4 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,712 | $60,165-55.6% | $74,184-64.0% | $55,167-51.6% |
| Participation rate | 98.0% | 74.2%+23.8pp | 76.6%+21.4pp | 69.0%+29.0pp |
| Annual return | 0.00% | 10.00%-10.0pp | 17.74%-17.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $460 | $1,600-71.2% | $2,370-80.6% | $1,963-76.6% |
| Participant deferral / active EE | $588 | $2,973-80.2% | $3,550-83.4% | $3,054-80.8% |
| Admin fee / account holder | $461 | $419+9.9% | $5,586-91.8% | $504-8.6% |