Filed May 10, 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.)
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 | $25,009 | $94,529-73.5% | $140,019-82.1% | $64,173-61.0% |
| Participation rate | 94.3% | 84.1%+10.2pp | 87.5%+6.8pp | 69.6%+24.7pp |
| Annual return | -7.23% | 7.77%-15.0pp | 651.15%-658.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,092 | $3,812-71.4% | $5,605-80.5% | $2,381-54.1% |
| Participant deferral / active EE | $3,673 | $5,250-30.0% | $6,927-47.0% | $3,470+5.9% |
| Admin fee / account holder | $966 | $6,741-85.7% | $10,705-91.0% | $4,887-80.2% |