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 | $30,083 | $123,793-75.7% | $177,848-83.1% | $79,856-62.3% |
| Participation rate | 98.5% | 84.7%+13.8pp | 87.7%+10.7pp | 69.6%+28.8pp |
| Annual return | 14.29% | 22.82%-8.5pp | 48.33%-34.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,666 | $4,095-59.3% | $5,919-71.8% | $2,471-32.6% |
| Participant deferral / active EE | $2,926 | $5,956-50.9% | $7,714-62.1% | $3,741-21.8% |
| Admin fee / account holder | $1,174 | $7,243-83.8% | $12,431-90.6% | $5,306-77.9% |