Filed December 27, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,123 | $57,590-58.1% | $86,233-72.0% | $82,448-70.7% |
| Participation rate | 75.5% | 57.9%+17.6pp | 69.0%+6.5pp | 68.1%+7.4pp |
| Annual return | 26.30% | 22.41%+3.9pp | 61.39%-35.1pp | 41.64%-15.3pp |
| Employer contribution / active EE | $98 | $1,655-94.1% | $2,504-96.1% | $2,551-96.2% |
| Participant deferral / active EE | $2,358 | $3,080-23.5% | $4,559-48.3% | $4,139-43.0% |
| Admin fee / account holder | $7,084 | $4,730+49.8% | $8,342-15.1% | $7,234-2.1% |