Filed August 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 | $4,862 | $148,623-96.7% | $135,974-96.4% | $139,466-96.5% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 21.78% | 79.30%-57.5pp | 68.30%-46.5pp | 373.66%-351.9pp |
| Employer contribution / active EE | $542 | $5,246-89.7% | $4,859-88.8% | $4,754-88.6% |
| Participant deferral / active EE | $4,270 | $8,103-47.3% | $7,760-45.0% | $6,712-36.4% |
| Admin fee / account holder | $1,662 | $12,406-86.6% | $10,767-84.6% | $11,409-85.4% |