Filed December 17, 2019 (most recent of 2 filings on file)
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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 | $26,178 | $109,359-76.1% | $162,185-83.9% | $72,976-64.1% |
| Participation rate | 93.5% | 84.3%+9.3pp | 87.6%+6.0pp | 69.5%+24.1pp |
| Annual return | 23.18% | 25.46%-2.3pp | 115.61%-92.4pp | 81.02%-57.8pp |
| Employer contribution / active EE | $1,565 | $3,907-60.0% | $5,613-72.1% | $2,440-35.9% |
| Participant deferral / active EE | $2,609 | $5,481-52.4% | $7,297-64.2% | $3,608-27.7% |
| Admin fee / account holder | $1,035 | $7,972-87.0% | $10,844-90.5% | $5,124-79.8% |