Filed December 12, 2019 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,598 | $103,038+134.5% | $90,324+167.5% | $152,909+58.0% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.5%+12.0pp |
| Annual return | 18.95% | 95.25%-76.3pp | 78.15%-59.2pp | 345.46%-326.5pp |
| Employer contribution / active EE | $13,463 | $3,141+328.7% | $2,856+371.4% | $4,764+182.6% |
| Participant deferral / active EE | $679 | $4,282-84.1% | $3,885-82.5% | $5,851-88.4% |
| Admin fee / account holder | $32,918 | $6,177+432.9% | $5,356+514.6% | $11,601+183.8% |