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.)
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 | $23,972 | $87,834-72.7% | $133,979-82.1% | $62,881-61.9% |
| Participation rate | 97.3% | 83.4%+13.9pp | 87.1%+10.2pp | 69.3%+28.0pp |
| Annual return | 7.85% | 12.05%-4.2pp | 29.30%-21.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,865 | $3,482-46.5% | $5,211-64.2% | $2,281-18.3% |
| Participant deferral / active EE | $2,190 | $4,812-54.5% | $6,282-65.1% | $3,203-31.6% |
| Admin fee / account holder | $738 | $5,372-86.3% | $9,324-92.1% | $4,296-82.8% |