Filed April 30, 2019 (most recent of 2 filings on file)
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,780 | $82,032-47.8% | $123,106-65.2% | $59,633-28.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 86.8%-11.8pp | 68.7%+6.3pp |
| Annual return | -1.01% | 5.12%-6.1pp | 13.22%-14.2pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $782 | $3,297-76.3% | $5,151-84.8% | $2,203-64.5% |
| Participant deferral / active EE | $3,645 | $4,667-21.9% | $6,229-41.5% | $3,192+14.2% |
| Admin fee / account holder | $1,069 | $5,881-81.8% | $9,015-88.1% | $4,297-75.1% |