Filed March 2, 2020
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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 | $263,137 | $138,078+90.6% | $125,363+109.9% | $134,509+95.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.80% | 750.49%-760.3pp | 572.15%-581.9pp | 418.13%-427.9pp |
| Employer contribution / active EE | $18,380 | $5,245+250.5% | $4,815+281.8% | $4,741+287.7% |
| Participant deferral / active EE | $2,015 | $7,800-74.2% | $7,447-72.9% | $6,400-68.5% |
| Admin fee / account holder | $10,215 | $11,566-11.7% | $10,005+2.1% | $11,427-10.6% |