Filed December 7, 2020 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,832 | $56,894+54.4% | $84,753+3.6% | $62,881+39.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -4.15% | 6.30%-10.5pp | 22.78%-26.9pp | 20.14%-24.3pp |
| Employer contribution / active EE | $11,937 | $2,400+397.4% | $3,574+234.0% | $2,281+423.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,136 | $3,581-12.4% | $5,333-41.2% | $4,296-27.0% |