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 | $102,116 | $125,797-18.8% | $170,057-40.0% | $75,177+35.8% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.0%+11.4pp | 67.2%+31.2pp |
| Annual return | 20.58% | 27.20%-6.6pp | 53.42%-32.8pp | 160.75%-140.2pp |
| Employer contribution / active EE | $6,879 | $4,616+49.0% | $6,790+1.3% | $2,671+157.5% |
| Participant deferral / active EE | $2,849 | $6,838-58.3% | $10,411-72.6% | $4,126-31.0% |
| Admin fee / account holder | $9,005 | $8,177+10.1% | $12,826-29.8% | $5,651+59.3% |