Filed April 15, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $49,260 | $110,083-55.3% | $151,639-67.5% | $68,486-28.1% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -19.25% | -10.12%-9.1pp | 3.34%-22.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,358 | $4,470-69.6% | $6,165-78.0% | $2,597-47.7% |
| Participant deferral / active EE | $3,063 | $6,526-53.1% | $8,363-63.4% | $4,028-23.9% |
| Admin fee / account holder | $1,556 | $7,718-79.8% | $11,613-86.6% | $5,404-71.2% |