Filed January 2, 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 | $52,358 | $143,969-63.6% | $199,883-73.8% | $82,637-36.6% |
| Participation rate | 92.3% | 84.1%+8.2pp | 86.8%+5.5pp | 68.1%+24.3pp |
| Annual return | 14.95% | 25.67%-10.7pp | 43.81%-28.9pp | 53.51%-38.6pp |
| Employer contribution / active EE | $2,015 | $4,632-56.5% | $6,261-67.8% | $2,552-21.1% |
| Participant deferral / active EE | $2,573 | $6,937-62.9% | $9,138-71.8% | $4,126-37.6% |
| Admin fee / account holder | $4,417 | $14,597-69.7% | $17,268-74.4% | $7,339-39.8% |