Filed October 25, 2019 (most recent of 4 filings on file)
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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 | $27,119 | $110,083-75.4% | $151,639-82.1% | $68,486-60.4% |
| Participation rate | 96.1% | 84.0%+12.2pp | 87.5%+8.6pp | 67.9%+28.2pp |
| Annual return | -16.75% | -10.12%-6.6pp | 3.34%-20.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,656 | $4,470-40.6% | $6,165-56.9% | $2,597+2.3% |
| Participant deferral / active EE | $3,455 | $6,526-47.1% | $8,363-58.7% | $4,028-14.2% |
| Admin fee / account holder | $941 | $7,718-87.8% | $11,613-91.9% | $5,404-82.6% |