Filed August 10, 2020 (most recent of 2 filings on file)
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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 | $34,893 | $94,529-63.1% | $140,019-75.1% | $64,181-45.6% |
| Participation rate | 95.1% | 84.1%+11.0pp | 87.5%+7.6pp | 69.6%+25.5pp |
| Annual return | -4.10% | 7.77%-11.9pp | 651.15%-655.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,525 | $3,812-60.0% | $5,605-72.8% | $2,381-35.9% |
| Participant deferral / active EE | $1,973 | $5,250-62.4% | $6,927-71.5% | $3,470-43.1% |
| Admin fee / account holder | $1,940 | $6,741-71.2% | $10,705-81.9% | $4,887-60.3% |