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 | $45,155 | $197,625-77.2% | $177,840-74.6% | $158,966-71.6% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 9.79% | 58.76%-49.0pp | 48.32%-38.5pp | 302.95%-293.2pp |
| Employer contribution / active EE | $800 | $6,698-88.1% | $5,919-86.5% | $4,762-83.2% |
| Participant deferral / active EE | $3,786 | $8,405-55.0% | $7,714-50.9% | $5,983-36.7% |
| Admin fee / account holder | $627 | $15,405-95.9% | $12,431-95.0% | $11,250-94.4% |