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 | $68,770 | $184,000-62.6% | $162,185-57.6% | $152,909-55.0% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 22.76% | 150.80%-128.0pp | 115.61%-92.9pp | 345.46%-322.7pp |
| Employer contribution / active EE | $3,858 | $6,370-39.4% | $5,613-31.3% | $4,764-19.0% |
| Participant deferral / active EE | $2,416 | $8,033-69.9% | $7,297-66.9% | $5,851-58.7% |
| Admin fee / account holder | $887 | $13,124-93.2% | $10,844-91.8% | $11,601-92.4% |