Filed August 22, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,908 | $98,766-79.8% | $149,730-86.7% | $79,852-75.1% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.5%-10.3pp | 69.6%+2.6pp |
| Annual return | 11.87% | 27.43%-15.6pp | 276.70%-264.8pp | 31.72%-19.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,560 | $5,681-37.3% | $6,843-48.0% | $3,740-4.8% |
| Admin fee / account holder | $1,598 | $6,052-73.6% | $9,310-82.8% | $5,306-69.9% |