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 | $21,809 | $94,529-76.9% | $140,019-84.4% | $64,173-66.0% |
| Participation rate | 92.9% | 84.1%+8.8pp | 87.5%+5.4pp | 69.6%+23.3pp |
| Annual return | 13.05% | 7.77%+5.3pp | 651.17%-638.1pp | 7.63%+5.4pp |
| Employer contribution / active EE | $1,529 | $3,812-59.9% | $5,605-72.7% | $2,381-35.8% |
| Participant deferral / active EE | $2,289 | $5,250-56.4% | $6,927-67.0% | $3,470-34.0% |
| Admin fee / account holder | $1,816 | $6,741-73.1% | $10,705-83.0% | $4,887-62.8% |