Filed May 24, 2018
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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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $624,808 | $63,845+878.6% | $81,370+667.9% | $80,959+671.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 23.88% | 16.37%+7.5pp | 24.85%-1.0pp | 35.67%-11.8pp |
| Employer contribution / active EE | $17,814 | $1,980+799.8% | $2,464+623.0% | $2,757+546.1% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,074 | $5,688+147.4% | $5,749+144.8% | $6,925+103.2% |