Filed December 1, 2017
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,564 | $41,377+109.2% | $109,313-20.8% | $62,881+37.7% |
| Participation rate | 81.3% | 57.5%+23.7pp | 71.3%+10.0pp | 69.3%+11.9pp |
| Annual return | -1.19% | 11.05%-12.2pp | 22.07%-23.3pp | 20.14%-21.3pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,462 | $2,045+167.1% | $3,166+72.5% | $3,203+70.5% |
| Admin fee / account holder | $8,884 | $2,884+208.1% | $5,666+56.8% | $4,296+106.8% |