Filed April 30, 2020
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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 | $109,727 | $115,931-5.4% | $185,441-40.8% | $86,983+26.1% |
| Participation rate | 97.0% | 73.6%+23.3pp | 80.3%+16.7pp | 69.5%+27.4pp |
| Annual return | 12.63% | 21.47%-8.8pp | 20.16%-7.5pp | 25.83%-13.2pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,951 | $4,551-57.1% | $6,152-68.3% | $4,194-53.5% |
| Admin fee / account holder | $3,610 | $10,687-66.2% | $17,890-79.8% | $7,856-54.1% |