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 | $249,913 | $100,938+147.6% | $90,461+176.3% | $158,982+57.2% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.7%+22.8pp | 82.0%+13.5pp |
| Annual return | 24.46% | 1727.20%-1702.7pp | 1294.76%-1270.3pp | 302.99%-278.5pp |
| Employer contribution / active EE | $32,455 | $3,691+779.2% | $3,264+894.4% | $4,763+581.4% |
| Participant deferral / active EE | $575 | $4,350-86.8% | $3,964-85.5% | $5,983-90.4% |
| Admin fee / account holder | $17,151 | $6,510+163.5% | $5,617+205.4% | $11,252+52.4% |