Filed December 9, 2019
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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,173 | $110,083-74.4% | $151,645-81.4% | $68,490-58.9% |
| Participation rate | 93.4% | 84.0%+9.5pp | 87.5%+5.9pp | 67.9%+25.5pp |
| Annual return | -5.75% | -10.12%+4.4pp | 3.34%-9.1pp | -7.85%+2.1pp |
| Employer contribution / active EE | $1,745 | $4,470-61.0% | $6,165-71.7% | $2,597-32.8% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $882 | $7,718-88.6% | $11,614-92.4% | $5,403-83.7% |