Filed April 30, 2020 (most recent of 2 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 | $11,549 | $91,206-87.3% | $178,510-93.5% | $79,859-85.5% |
| Participation rate | 71.8% | 69.2%+2.6pp | 81.9%-10.1pp | 69.6%+2.2pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.13%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,743 | $3,257-46.5% | $5,011-65.2% | $2,471-29.5% |
| Participant deferral / active EE | $5,830 | $3,237+80.1% | $5,202+12.1% | $3,741+55.9% |
| Admin fee / account holder | $445 | $6,749-93.4% | $13,988-96.8% | $5,307-91.6% |