Filed January 3, 2020
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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 | $216,528 | $65,367+231.2% | $92,915+133.0% | $72,976+196.7% |
| Participation rate | 92.5% | 68.3%+24.2pp | 76.0%+16.5pp | 69.5%+23.0pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $27,596 | $2,594+963.9% | $3,653+655.3% | $2,440+1031.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,225 | $4,251+70.0% | $5,796+24.7% | $5,124+41.0% |