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 | $547,759 | $58,099+842.8% | $76,872+612.6% | $75,173+628.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 43.18% | 26.71%+16.5pp | 37.90%+5.3pp | 160.72%-117.5pp |
| Employer contribution / active EE | $8,194 | $1,996+310.6% | $2,533+223.4% | $2,671+206.8% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,566 | $4,778-4.4% | $5,476-16.6% | $5,651-19.2% |