Filed June 21, 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 | $36,869 | $123,793-70.2% | $177,848-79.3% | $79,856-53.8% |
| Participation rate | 84.4% | 84.7%-0.3pp | 87.7%-3.3pp | 69.6%+14.7pp |
| Annual return | 15.89% | 22.82%-6.9pp | 48.33%-32.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $10 | $4,095-99.8% | $5,919-99.8% | $2,471-99.6% |
| Participant deferral / active EE | $4,335 | $5,956-27.2% | $7,714-43.8% | $3,741+15.9% |
| Admin fee / account holder | $12,984 | $7,243+79.3% | $12,431+4.4% | $5,306+144.7% |