Filed October 28, 2019 (most recent of 6 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 | $1,692 | $198,456-99.1% | $170,435-99.0% | $147,587-98.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.05% | 257.31%-248.3pp | 205.94%-196.9pp | 578.60%-569.6pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $36,638 | $5,629+550.8% | $4,939+641.7% | $5,439+573.6% |
| Admin fee / account holder | $741,376 | $16,852+4299.2% | $13,881+5240.9% | $10,886+6710.6% |