Filed April 2, 2019
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Employer 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 | $32,429 | $87,834-63.1% | $133,975-75.8% | $62,881-48.4% |
| Participation rate | 86.7% | 83.4%+3.3pp | 87.1%-0.4pp | 69.3%+17.4pp |
| Annual return | 9.89% | 12.05%-2.2pp | 29.29%-19.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $135 | $3,482-96.1% | $5,211-97.4% | $2,281-94.1% |
| Participant deferral / active EE | $3,360 | $4,812-30.2% | $6,282-46.5% | $3,203+4.9% |
| Admin fee / account holder | $1,174 | $5,372-78.1% | $9,324-87.4% | $4,296-72.7% |