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 | $231,321 | $78,682+194.0% | $109,188+111.9% | $85,851+169.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 5.31% | 25.09%-19.8pp | 25.76%-20.4pp | 318.63%-313.3pp |
| Employer contribution / active EE | $21,417 | $2,734+683.4% | $3,723+475.3% | $2,565+734.8% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,441 | $5,470-18.8% | $6,755-34.3% | $6,261-29.1% |