Filed March 12, 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 | $27,544 | $82,028-66.4% | $123,105-77.6% | $59,633-53.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -1.08% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $688 | $3,297-79.1% | $5,151-86.6% | $2,203-68.8% |
| Participant deferral / active EE | $2,844 | $4,667-39.1% | $6,229-54.3% | $3,192-10.9% |
| Admin fee / account holder | $1,161 | $5,879-80.3% | $9,014-87.1% | $4,297-73.0% |