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 | $71,602 | $109,359-34.5% | $162,185-55.9% | $72,976-1.9% |
| Participation rate | 98.0% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.5pp |
| Annual return | 23.44% | 25.46%-2.0pp | 115.61%-92.2pp | 81.02%-57.6pp |
| Employer contribution / active EE | $5,536 | $3,907+41.7% | $5,613-1.4% | $2,440+126.9% |
| Participant deferral / active EE | $2,092 | $5,481-61.8% | $7,297-71.3% | $3,608-42.0% |
| Admin fee / account holder | $1,629 | $7,972-79.6% | $10,844-85.0% | $5,124-68.2% |