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 | $67,026 | $197,594-66.1% | $177,822-62.3% | $158,931-57.8% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 14.03% | 58.76%-44.7pp | 48.32%-34.3pp | 302.86%-288.8pp |
| Employer contribution / active EE | $3,099 | $6,697-53.7% | $5,918-47.6% | $4,761-34.9% |
| Participant deferral / active EE | $2,749 | $8,405-67.3% | $7,714-64.4% | $5,982-54.0% |
| Admin fee / account holder | $1,167 | $15,400-92.4% | $12,428-90.6% | $11,247-89.6% |