Filed February 22, 2019 (most recent of 2 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.)
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 | $15,501 | $209,874-92.6% | $189,537-91.8% | $167,536-90.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.77% | 748.61%-732.8pp | 555.34%-539.6pp | 478.82%-463.0pp |
| Employer contribution / active EE | $3,439 | $6,913-50.3% | $6,161-44.2% | $4,839-28.9% |
| Participant deferral / active EE | $3,281 | $8,934-63.3% | $8,220-60.1% | $6,342-48.3% |
| Admin fee / account holder | $1,015 | $14,299-92.9% | $12,048-91.6% | $12,315-91.8% |