Filed March 11, 2019 (most recent of 3 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.)
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 | $7,116 | $176,105-96.0% | $159,474-95.5% | $167,536-95.8% |
| Participation rate | 72.7% | 85.0%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 21.93% | 331.91%-310.0pp | 263.68%-241.7pp | 478.82%-456.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,512 | $7,751-41.8% | $7,353-38.6% | $6,342-28.9% |
| Admin fee / account holder | $862 | $12,559-93.1% | $10,802-92.0% | $12,315-93.0% |