Filed August 31, 2020 (most recent of 3 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 | $16,630 | $140,592-88.2% | $123,105-86.5% | $125,389-86.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 6.02% | 16.80%-10.8pp | 13.22%-7.2pp | 282.24%-276.2pp |
| Employer contribution / active EE | $3,972 | $6,041-34.3% | $5,151-22.9% | $4,866-18.4% |
| Participant deferral / active EE | $4,204 | $6,980-39.8% | $6,229-32.5% | $5,352-21.4% |
| Admin fee / account holder | $2,380 | $11,198-78.7% | $9,014-73.6% | $9,541-75.1% |