Filed November 5, 2016
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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,017 | $94,529-80.9% | $140,019-87.1% | $64,173-71.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.98% | 7.77%-12.8pp | 651.17%-656.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,663 | $3,812-56.4% | $5,605-70.3% | $2,381-30.1% |
| Participant deferral / active EE | $1,557 | $5,250-70.3% | $6,927-77.5% | $3,470-55.1% |
| Admin fee / account holder | $344 | $6,741-94.9% | $10,705-96.8% | $4,887-93.0% |