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.)
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 | $13,621 | $167,533-91.9% | $151,645-91.0% | $134,545-89.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.57% | 7.81%-29.4pp | 3.34%-24.9pp | 418.37%-439.9pp |
| Employer contribution / active EE | $3,726 | $6,828-45.4% | $6,165-39.6% | $4,742-21.4% |
| Participant deferral / active EE | $2,446 | $8,985-72.8% | $8,363-70.8% | $6,401-61.8% |
| Admin fee / account holder | $1,265 | $13,781-90.8% | $11,614-89.1% | $11,431-88.9% |