Filed May 15, 2020 (most recent of 2 filings on file)
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Participant 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 | $42,610 | $153,769-72.3% | $133,975-68.2% | $273,972-84.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 5.74% | 36.51%-30.8pp | 29.29%-23.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,833 | $6,029-53.0% | $5,211-45.6% | $4,869-41.8% |
| Participant deferral / active EE | $2,005 | $6,958-71.2% | $6,282-68.1% | $5,287-62.1% |
| Admin fee / account holder | $737 | $11,765-93.7% | $9,324-92.1% | $10,133-92.7% |