Filed March 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,700 | $166,020-91.1% | $164,866-91.1% | $145,959-89.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -12.00% | 100.08%-112.1pp | 69.97%-82.0pp | 561.95%-573.9pp |
| Employer contribution / active EE | $1,108 | $5,275-79.0% | $4,343-74.5% | $4,661-76.2% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $369 | $16,644-97.8% | $12,689-97.1% | $13,398-97.2% |