Filed October 4, 2017
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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.)
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 | $12,605 | $94,529-86.7% | $140,019-91.0% | $64,173-80.4% |
| Participation rate | 93.6% | 84.1%+9.5pp | 87.5%+6.1pp | 69.6%+24.0pp |
| Annual return | -6.97% | 7.77%-14.7pp | 651.15%-658.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,653 | $3,812-56.6% | $5,605-70.5% | $2,381-30.6% |
| Participant deferral / active EE | $2,123 | $5,250-59.6% | $6,927-69.4% | $3,470-38.8% |
| Admin fee / account holder | $741 | $6,741-89.0% | $10,705-93.1% | $4,887-84.8% |