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 | $20,339 | $100,060-79.7% | $149,721-86.4% | $70,126-71.0% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.1%+10.8pp | 69.5%+28.3pp |
| Annual return | 18.24% | 27.46%-9.2pp | 1501.67%-1483.4pp | 73.15%-54.9pp |
| Employer contribution / active EE | $2,094 | $3,661-42.8% | $5,444-61.5% | $2,343-10.6% |
| Participant deferral / active EE | $2,130 | $4,982-57.2% | $6,568-67.6% | $3,332-36.1% |
| Admin fee / account holder | $1,340 | $8,285-83.8% | $11,282-88.1% | $4,645-71.1% |