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 | $47,984 | $138,386-65.3% | $184,260-74.0% | $80,935-40.7% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.6pp | 67.7%+29.8pp |
| Annual return | 15.89% | 20.02%-4.1pp | 28.84%-12.9pp | 35.66%-19.8pp |
| Employer contribution / active EE | $1,869 | $4,851-61.5% | $6,427-70.9% | $2,757-32.2% |
| Participant deferral / active EE | $2,667 | $7,076-62.3% | $9,133-70.8% | $4,299-38.0% |
| Admin fee / account holder | $2,911 | $10,489-72.2% | $13,898-79.1% | $6,924-58.0% |