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 | $29,640 | $110,083-73.1% | $151,645-80.5% | $68,490-56.7% |
| Participation rate | 95.0% | 84.0%+11.0pp | 87.5%+7.5pp | 67.9%+27.1pp |
| Annual return | -13.93% | -10.12%-3.8pp | 3.34%-17.3pp | -7.85%-6.1pp |
| Employer contribution / active EE | $2,017 | $4,470-54.9% | $6,165-67.3% | $2,597-22.3% |
| Participant deferral / active EE | $4,035 | $6,526-38.2% | $8,363-51.7% | $4,028+0.2% |
| Admin fee / account holder | $5,544 | $7,718-28.2% | $11,614-52.3% | $5,403+2.6% |