Filed December 31, 2018
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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 | $10,195 | $65,367-84.4% | $92,915-89.0% | $72,976-86.0% |
| Participation rate | 87.2% | 68.3%+18.9pp | 76.0%+11.2pp | 69.5%+17.7pp |
| Annual return | 38.46% | 42.11%-3.6pp | 109.45%-71.0pp | 81.02%-42.6pp |
| Employer contribution / active EE | -$94 | $2,594-103.6% | $3,653-102.6% | $2,440-103.8% |
| Participant deferral / active EE | $7,101 | $3,128+127.0% | $4,238+67.5% | $3,608+96.8% |
| Admin fee / account holder | $643 | $4,251-84.9% | $5,796-88.9% | $5,124-87.5% |