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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,413 | $165,381+50.8% | $149,730+66.6% | $158,966+56.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.23% | 348.29%-345.1pp | 276.70%-273.5pp | 302.95%-299.7pp |
| Employer contribution / active EE | $19,171 | $5,104+275.6% | $4,645+312.7% | $4,762+302.5% |
| Participant deferral / active EE | $418 | $7,182-94.2% | $6,843-93.9% | $5,983-93.0% |
| Admin fee / account holder | $1,610 | $10,809-85.1% | $9,310-82.7% | $11,250-85.7% |