Filed October 26, 2020 (most recent of 3 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,893 | $91,206-27.8% | $178,510-63.1% | $79,859-17.5% |
| Participation rate | 75.5% | 69.2%+6.3pp | 81.9%-6.4pp | 69.6%+5.9pp |
| Annual return | 13.36% | 24.20%-10.8pp | 151.13%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $905 | $3,257-72.2% | $5,011-81.9% | $2,471-63.4% |
| Participant deferral / active EE | $754 | $3,237-76.7% | $5,202-85.5% | $3,741-79.8% |
| Admin fee / account holder | $5,156 | $6,749-23.6% | $13,988-63.1% | $5,307-2.8% |