Filed June 21, 2019 (most recent of 2 filings on file)
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Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,662 | $201,370-66.9% | $184,256-63.8% | $145,897-54.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.89% | 29.05%-21.2pp | 28.85%-21.0pp | 552.29%-544.4pp |
| Employer contribution / active EE | $1,091 | $7,024-84.5% | $6,427-83.0% | $4,663-76.6% |
| Participant deferral / active EE | $4,476 | $9,808-54.4% | $9,133-51.0% | $6,689-33.1% |
| Admin fee / account holder | $368 | $16,364-97.8% | $13,899-97.4% | $13,390-97.3% |