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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,073 | $87,834-43.0% | $133,975-62.6% | $62,881-20.4% |
| Participation rate | 95.7% | 83.4%+12.3pp | 87.1%+8.6pp | 69.3%+26.3pp |
| Annual return | 59.07% | 12.05%+47.0pp | 29.29%+29.8pp | 20.14%+38.9pp |
| Employer contribution / active EE | $4,794 | $3,482+37.7% | $5,211-8.0% | $2,281+110.2% |
| Participant deferral / active EE | $1,173 | $4,812-75.6% | $6,282-81.3% | $3,203-63.4% |
| Admin fee / account holder | $441 | $5,372-91.8% | $9,324-95.3% | $4,296-89.7% |