Filed March 22, 2019 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,839 | $82,028-47.8% | $123,105-65.2% | $59,633-28.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -2.45% | 5.12%-7.6pp | 13.22%-15.7pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $4,815 | $3,297+46.1% | $5,151-6.5% | $2,203+118.6% |
| Participant deferral / active EE | $1,369 | $4,667-70.7% | $6,229-78.0% | $3,192-57.1% |
| Admin fee / account holder | $3,001 | $5,879-48.9% | $9,014-66.7% | $4,297-30.2% |