Filed December 9, 2019
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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 | $34,494 | $94,529-63.5% | $140,019-75.4% | $64,173-46.2% |
| Participation rate | 92.6% | 84.1%+8.6pp | 87.5%+5.1pp | 69.6%+23.1pp |
| Annual return | 1.44% | 7.77%-6.3pp | 651.17%-649.7pp | 7.63%-6.2pp |
| Employer contribution / active EE | $3,102 | $3,812-18.6% | $5,605-44.7% | $2,381+30.3% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,984 | $6,741-70.6% | $10,705-81.5% | $4,887-59.4% |