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 | $268,748 | $64,706+315.3% | $112,244+139.4% | $68,498+292.3% |
| Participation rate | 97.7% | 67.1%+30.6pp | 75.1%+22.7pp | 67.9%+29.8pp |
| Annual return | 17.65% | -11.40%+29.1pp | 27.46%-9.8pp | -7.84%+25.5pp |
| Employer contribution / active EE | $21,154 | $2,746+670.3% | $3,635+481.9% | $2,596+714.7% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,843 | $5,231-26.5% | $6,411-40.1% | $5,403-28.9% |