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 | $91,383 | $123,793-26.2% | $177,848-48.6% | $79,856+14.4% |
| Participation rate | 97.9% | 84.7%+13.3pp | 87.7%+10.2pp | 69.6%+28.3pp |
| Annual return | 14.89% | 22.82%-7.9pp | 48.33%-33.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $4,679 | $4,095+14.3% | $5,919-20.9% | $2,471+89.3% |
| Participant deferral / active EE | $2,435 | $5,956-59.1% | $7,714-68.4% | $3,741-34.9% |
| Admin fee / account holder | $1,436 | $7,243-80.2% | $12,431-88.5% | $5,306-72.9% |