Filed March 2, 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 | $228,539 | $150,447+51.9% | $136,298+67.7% | $147,586+54.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.49% | 1049.15%-1038.7pp | 5156.27%-5145.8pp | 578.59%-568.1pp |
| Employer contribution / active EE | $12,584 | $5,256+139.4% | $4,696+168.0% | $4,876+158.1% |
| Participant deferral / active EE | $1,133 | $6,631-82.9% | $6,247-81.9% | $5,439-79.2% |
| Admin fee / account holder | $2,516 | $10,906-76.9% | $9,244-72.8% | $10,886-76.9% |