Filed December 17, 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.)
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 | $11,675 | $82,028-85.8% | $123,105-90.5% | $59,633-80.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 2.82% | 5.12%-2.3pp | 13.22%-10.4pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $1,348 | $3,297-59.1% | $5,151-73.8% | $2,203-38.8% |
| Participant deferral / active EE | $1,575 | $4,667-66.3% | $6,229-74.7% | $3,192-50.7% |
| Admin fee / account holder | $1,611 | $5,879-72.6% | $9,014-82.1% | $4,297-62.5% |