Filed October 25, 2019 (most recent of 4 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 | $44,470 | $138,393-67.9% | $184,256-75.9% | $80,959-45.1% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.7pp | 67.7%+29.9pp |
| Annual return | 20.26% | 20.01%+0.2pp | 28.85%-8.6pp | 35.67%-15.4pp |
| Employer contribution / active EE | $1,351 | $4,847-72.1% | $6,427-79.0% | $2,757-51.0% |
| Participant deferral / active EE | $3,858 | $7,076-45.5% | $9,133-57.8% | $4,300-10.3% |
| Admin fee / account holder | $2,242 | $10,489-78.6% | $13,899-83.9% | $6,925-67.6% |