Filed May 6, 2019
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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 | $3,759 | $85,171-95.6% | $172,752-97.8% | $72,975-94.8% |
| Participation rate | 87.9% | 70.1%+17.9pp | 82.6%+5.3pp | 69.5%+18.4pp |
| Annual return | 22.16% | 27.32%-5.2pp | 802.97%-780.8pp | 81.01%-58.9pp |
| Employer contribution / active EE | $308 | $3,324-90.7% | $5,144-94.0% | $2,440-87.4% |
| Participant deferral / active EE | $980 | $3,260-69.9% | $5,198-81.1% | $3,608-72.8% |
| Admin fee / account holder | $489 | $5,880-91.7% | $13,955-96.5% | $5,124-90.5% |