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 | $35,706 | $160,059-77.7% | $140,019-74.5% | $135,379-73.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -0.44% | 911.44%-911.9pp | 651.15%-651.6pp | 519.79%-520.2pp |
| Employer contribution / active EE | $1,286 | $6,420-80.0% | $5,605-77.1% | $4,779-73.1% |
| Participant deferral / active EE | $3,216 | $7,641-57.9% | $6,927-53.6% | $5,609-42.7% |
| Admin fee / account holder | $35,321 | $13,328+165.0% | $10,705+229.9% | $10,828+226.2% |