Filed April 9, 2018 (most recent of 2 filings on file)
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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 | $14,381 | $45,566-68.4% | $64,105-77.6% | $59,633-75.9% |
| Participation rate | 73.6% | 60.2%+13.4pp | 68.2%+5.4pp | 68.7%+4.9pp |
| Annual return | 0.13% | 4.95%-4.8pp | 791.24%-791.1pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,606 | $2,057-21.9% | $2,822-43.1% | $3,192-49.7% |
| Admin fee / account holder | $2,639 | $3,268-19.2% | $4,499-41.3% | $4,297-38.6% |