Filed January 3, 2020
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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 | $290,381 | $81,504+256.3% | $102,437+183.5% | $80,959+258.7% |
| Participation rate | 97.6% | 66.9%+30.8pp | 74.5%+23.1pp | 67.7%+30.0pp |
| Annual return | 18.44% | 25.60%-7.2pp | 24.95%-6.5pp | 35.67%-17.2pp |
| Employer contribution / active EE | $22,939 | $3,104+639.1% | $3,871+492.6% | $2,757+732.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,564 | $6,719-47.0% | $8,388-57.5% | $6,925-48.5% |