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 | $146,267-64.7% | $197,124-73.8% | $82,448-37.4% |
| Participation rate | 86.7% | 84.0%+2.7pp | 86.7%0pp | 68.1%+18.6pp |
| Annual return | 10.15% | 29.61%-19.5pp | 44.34%-34.2pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,297 | $4,723-72.5% | $6,227-79.2% | $2,551-49.1% |
| Participant deferral / active EE | $3,206 | $7,035-54.4% | $9,135-64.9% | $4,139-22.6% |
| Admin fee / account holder | $326 | $14,422-97.7% | $16,298-98.0% | $7,234-95.5% |