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 | $107,202 | $209,888-48.9% | $189,545-43.4% | $167,553-36.0% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 15.30% | 748.66%-733.4pp | 555.36%-540.1pp | 478.89%-463.6pp |
| Employer contribution / active EE | $2,266 | $6,915-67.2% | $6,162-63.2% | $4,840-53.2% |
| Participant deferral / active EE | $3,390 | $8,934-62.1% | $8,220-58.8% | $6,343-46.5% |
| Admin fee / account holder | $4,537 | $14,300-68.3% | $12,049-62.3% | $12,316-63.2% |