Filed May 10, 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 | $308,233 | $78,670+291.8% | $109,173+182.3% | $85,847+259.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 235.18% | 25.09%+210.1pp | 25.75%+209.4pp | 318.61%-83.4pp |
| Employer contribution / active EE | $1,469 | $2,734-46.3% | $3,723-60.5% | $2,565-42.7% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $745 | $5,469-86.4% | $6,755-89.0% | $6,261-88.1% |