Filed December 4, 2017
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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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,554 | $102,422+227.6% | $147,117+128.1% | $80,959+314.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.55% | 135.16%-118.6pp | 420.54%-404.0pp | 35.67%-19.1pp |
| Employer contribution / active EE | $18,845 | $3,717+406.9% | $4,932+282.1% | $2,757+583.5% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $41,954 | $7,953+427.5% | $12,993+222.9% | $6,925+505.8% |