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 | $142,972-39.3% | $214,702-59.6% | $86,983-0.3% |
| Participation rate | 94.5% | 84.9%+9.7pp | 87.5%+7.1pp | 69.5%+25.0pp |
| Annual return | 15.13% | 18.49%-3.4pp | 54.55%-39.4pp | 25.83%-10.7pp |
| Employer contribution / active EE | $1,347 | $4,635-70.9% | $6,461-79.2% | $2,584-47.9% |
| Participant deferral / active EE | $3,734 | $6,568-43.1% | $9,147-59.2% | $4,194-11.0% |
| Admin fee / account holder | $1,848 | $17,617-89.5% | $19,830-90.7% | $7,856-76.5% |