Filed April 11, 2019 (most recent of 2 filings on file)
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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 | $30,179 | $82,028-63.2% | $123,105-75.5% | $59,633-49.4% |
| Participation rate | 75.0% | 83.2%-8.2pp | 86.8%-11.8pp | 68.7%+6.3pp |
| Annual return | -2.90% | 5.12%-8.0pp | 13.22%-16.1pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $360 | $3,297-89.1% | $5,151-93.0% | $2,203-83.7% |
| Participant deferral / active EE | $2,721 | $4,667-41.7% | $6,229-56.3% | $3,192-14.8% |
| Admin fee / account holder | $1,483 | $5,879-74.8% | $9,014-83.6% | $4,297-65.5% |