Filed June 21, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,494 | $171,867-89.8% | $149,721-88.3% | $147,586-88.1% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 9.43% | 2113.36%-2103.9pp | 1501.67%-1492.2pp | 578.59%-569.2pp |
| Employer contribution / active EE | $4,872 | $6,275-22.4% | $5,444-10.5% | $4,876-0.1% |
| Participant deferral / active EE | $2,251 | $7,270-69.0% | $6,568-65.7% | $5,439-58.6% |
| Admin fee / account holder | $39,282 | $13,799+184.7% | $11,282+248.2% | $10,886+260.9% |