Filed June 29, 2020 (most recent of 4 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 | $35,284 | $87,834-59.8% | $133,975-73.7% | $62,881-43.9% |
| Participation rate | 97.9% | 83.4%+14.5pp | 87.1%+10.8pp | 69.3%+28.6pp |
| Annual return | 20.43% | 12.05%+8.4pp | 29.29%-8.9pp | 20.14%+0.3pp |
| Employer contribution / active EE | $1,596 | $3,482-54.2% | $5,211-69.4% | $2,281-30.0% |
| Participant deferral / active EE | $2,000 | $4,812-58.4% | $6,282-68.2% | $3,203-37.6% |
| Admin fee / account holder | $5,431 | $5,372+1.1% | $9,324-41.8% | $4,296+26.4% |