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 | $35,429 | $125,797-71.8% | $170,043-79.2% | $75,173-52.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.92% | 27.20%-8.3pp | 53.40%-34.5pp | 160.72%-141.8pp |
| Employer contribution / active EE | $3,011 | $4,616-34.8% | $6,790-55.7% | $2,671+12.7% |
| Participant deferral / active EE | $3,828 | $6,838-44.0% | $10,410-63.2% | $4,126-7.2% |
| Admin fee / account holder | $1,936 | $8,177-76.3% | $12,824-84.9% | $5,651-65.7% |