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 | $37,713 | $137,414-72.6% | $189,545-80.1% | $85,851-56.1% |
| Participation rate | 94.4% | 84.6%+9.8pp | 87.8%+6.6pp | 69.3%+25.0pp |
| Annual return | 15.24% | 38.14%-22.9pp | 555.36%-540.1pp | 318.63%-303.4pp |
| Employer contribution / active EE | $1,694 | $4,344-61.0% | $6,162-72.5% | $2,565-34.0% |
| Participant deferral / active EE | $3,246 | $6,260-48.1% | $8,220-60.5% | $3,952-17.9% |
| Admin fee / account holder | $1,481 | $8,630-82.8% | $12,049-87.7% | $6,261-76.3% |