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 | $18,444 | $48,364-61.9% | $71,796-74.3% | $62,881-70.7% |
| Participation rate | 75.0% | 60.6%+14.4pp | 69.1%+5.9pp | 69.3%+5.7pp |
| Annual return | 8.29% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,684 | $2,091+28.3% | $2,794-4.0% | $3,203-16.2% |
| Admin fee / account holder | $2,208 | $3,771-41.5% | $4,815-54.1% | $4,296-48.6% |