Filed February 5, 2018 (most recent of 6 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.)
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 | $26,594 | $94,529-71.9% | $140,019-81.0% | $64,173-58.6% |
| Participation rate | 87.1% | 84.1%+3.0pp | 87.5%-0.4pp | 69.6%+17.5pp |
| Annual return | -6.87% | 7.77%-14.6pp | 651.17%-658.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $503 | $3,812-86.8% | $5,605-91.0% | $2,381-78.9% |
| Participant deferral / active EE | $2,547 | $5,250-51.5% | $6,927-63.2% | $3,470-26.6% |
| Admin fee / account holder | $836 | $6,741-87.6% | $10,705-92.2% | $4,887-82.9% |