Filed December 1, 2017
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,388 | $138,386-41.2% | $184,260-55.8% | $80,935+0.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 10.96% | 20.02%-9.1pp | 28.84%-17.9pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,934 | $4,851-60.1% | $6,427-69.9% | $2,757-29.8% |
| Participant deferral / active EE | $2,342 | $7,076-66.9% | $9,133-74.4% | $4,299-45.5% |
| Admin fee / account holder | $15,055 | $10,489+43.5% | $13,898+8.3% | $6,924+117.4% |