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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,171 | $72,273+206.0% | $101,275+118.4% | $79,856+177.0% |
| Participation rate | 97.4% | 68.5%+29.0pp | 75.8%+21.6pp | 69.6%+27.8pp |
| Annual return | 3.01% | 22.30%-19.3pp | 46.48%-43.5pp | 31.71%-28.7pp |
| Employer contribution / active EE | $20,866 | $2,691+675.4% | $3,660+470.1% | $2,471+744.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,213 | $4,401-72.4% | $5,948-79.6% | $5,306-77.1% |