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 | $102,529 | $137,414-25.4% | $189,545-45.9% | $85,851+19.4% |
| Participation rate | 98.1% | 84.6%+13.5pp | 87.8%+10.3pp | 69.3%+28.8pp |
| Annual return | 14.26% | 38.14%-23.9pp | 555.36%-541.1pp | 318.63%-304.4pp |
| Employer contribution / active EE | $7,022 | $4,344+61.6% | $6,162+14.0% | $2,565+173.7% |
| Participant deferral / active EE | $2,845 | $6,260-54.5% | $8,220-65.4% | $3,952-28.0% |
| Admin fee / account holder | $2,382 | $8,630-72.4% | $12,049-80.2% | $6,261-61.9% |