Filed June 29, 2020 (most recent of 4 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,989 | $100,060-66.0% | $149,721-77.3% | $70,126-51.5% |
| Participation rate | 97.9% | 83.6%+14.3pp | 87.1%+10.8pp | 69.5%+28.4pp |
| Annual return | 12.38% | 27.46%-15.1pp | 1501.67%-1489.3pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,985 | $3,661-45.8% | $5,444-63.5% | $2,343-15.3% |
| Participant deferral / active EE | $2,930 | $4,982-41.2% | $6,568-55.4% | $3,332-12.1% |
| Admin fee / account holder | $8,379 | $8,285+1.1% | $11,282-25.7% | $4,645+80.4% |