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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,721 | $140,592-66.1% | $123,105-61.2% | $125,389-61.9% |
| Participation rate | 73.7% | 88.2%-14.5pp | 86.8%-13.1pp | 83.2%-9.5pp |
| Annual return | 0.95% | 16.80%-15.8pp | 13.22%-12.3pp | 282.24%-281.3pp |
| Employer contribution / active EE | $632 | $6,041-89.5% | $5,151-87.7% | $4,866-87.0% |
| Participant deferral / active EE | $3,375 | $6,980-51.6% | $6,229-45.8% | $5,352-36.9% |
| Admin fee / account holder | $607 | $11,198-94.6% | $9,014-93.3% | $9,541-93.6% |