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 | $379,347 | $53,546+608.5% | $69,884+442.8% | $68,486+453.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | 37.76% | -13.87%+51.6pp | 190.81%-153.1pp | -7.85%+45.6pp |
| Employer contribution / active EE | $13,602 | $2,019+573.7% | $2,560+431.3% | $2,597+423.8% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,800 | $4,693+44.9% | $6,266+8.5% | $5,404+25.8% |