Filed March 12, 2018
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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 | $410,989 | $72,269+468.7% | $101,271+305.8% | $79,852+414.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.30% | 22.29%-8.0pp | 46.48%-32.2pp | 31.72%-17.4pp |
| Employer contribution / active EE | $22,599 | $2,692+739.5% | $3,660+517.4% | $2,471+814.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $30,109 | $4,401+584.1% | $5,948+406.2% | $5,306+467.4% |