Filed August 10, 2020 (most recent of 2 filings on file)
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Employer 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 | $86,724 | $145,431-40.4% | $211,142-58.9% | $87,485-0.9% |
| Participation rate | 94.5% | 84.7%+9.8pp | 87.3%+7.3pp | 68.9%+25.6pp |
| Annual return | 15.13% | 27.21%-12.1pp | 46.84%-31.7pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,347 | $4,662-71.1% | $6,442-79.1% | $2,596-48.1% |
| Participant deferral / active EE | $3,734 | $6,859-45.6% | $9,284-59.8% | $4,274-12.6% |
| Admin fee / account holder | $1,848 | $17,052-89.2% | $19,076-90.3% | $7,775-76.2% |