Filed May 1, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,648 | $52,961-89.3% | $172,755-96.7% | $65,185-91.3% |
| Participation rate | 99.1% | 66.2%+32.9pp | 82.6%+16.4pp | 70.2%+28.9pp |
| Annual return | 4.29% | 30.12%-25.8pp | 802.94%-798.7pp | 29.38%-25.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,901 | $2,471+17.4% | $5,198-44.2% | $3,514-17.5% |
| Admin fee / account holder | $1,177 | $472+149.3% | $13,955-91.6% | $847+38.9% |