Filed January 4, 2018
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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 | $51,573 | $149,446-65.5% | $256,809-79.9% | $94,015-45.1% |
| Participation rate | 86.7% | 85.3%+1.4pp | 88.5%-1.9pp | 70.8%+15.8pp |
| Annual return | 10.15% | 17.55%-7.4pp | 32.73%-22.6pp | 17.84%-7.7pp |
| Employer contribution / active EE | $1,297 | $4,596-71.8% | $7,263-82.1% | $2,790-53.5% |
| Participant deferral / active EE | $3,206 | $6,491-50.6% | $9,520-66.3% | $4,249-24.6% |
| Admin fee / account holder | $326 | $24,035-98.6% | $25,146-98.7% | $8,951-96.4% |