Filed October 25, 2019 (most recent of 4 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,841 | $94,529-88.5% | $140,019-92.3% | $64,173-83.1% |
| Participation rate | 84.0% | 84.1%-0.1pp | 87.5%-3.5pp | 69.6%+14.4pp |
| Annual return | -5.15% | 7.77%-12.9pp | 651.17%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,696 | $5,250-67.7% | $6,927-75.5% | $3,470-51.1% |
| Admin fee / account holder | $1,579 | $6,741-76.6% | $10,705-85.2% | $4,887-67.7% |