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 | $33,272 | $100,041-66.7% | $149,718-77.8% | $70,131-52.6% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.1%+5.2pp | 69.5%+22.8pp |
| Annual return | 13.60% | 27.43%-13.8pp | 1501.70%-1488.1pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,386 | $3,662-62.1% | $5,444-74.5% | $2,342-40.8% |
| Participant deferral / active EE | $1,934 | $4,983-61.2% | $6,568-70.6% | $3,332-41.9% |
| Admin fee / account holder | $336 | $8,286-95.9% | $11,283-97.0% | $4,645-92.8% |