Filed December 30, 2016
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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 | $104,223 | $123,793-15.8% | $177,848-41.4% | $79,856+30.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 7.91% | 22.82%-14.9pp | 48.33%-40.4pp | 31.71%-23.8pp |
| Employer contribution / active EE | $948 | $4,095-76.9% | $5,919-84.0% | $2,471-61.6% |
| Participant deferral / active EE | $7,729 | $5,956+29.8% | $7,714+0.2% | $3,741+106.6% |
| Admin fee / account holder | $11,062 | $7,243+52.7% | $12,431-11.0% | $5,306+108.5% |