Filed March 19, 2019
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Participant 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,064 | $135,956-34.5% | $123,894-28.1% | $273,972-67.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.39% | 56.63%-53.2pp | 47.52%-44.1pp | 41.46%-38.1pp |
| Employer contribution / active EE | $5,388 | $5,170+4.2% | $4,617+16.7% | $4,869+10.7% |
| Participant deferral / active EE | $1,891 | $6,343-70.2% | $5,984-68.4% | $5,287-64.2% |
| Admin fee / account holder | $23,330 | $9,817+137.6% | $8,357+179.2% | $10,133+130.2% |