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 | $145,431-64.5% | $211,142-75.6% | $87,485-41.0% |
| Participation rate | 86.7% | 84.7%+1.9pp | 87.3%-0.6pp | 68.9%+17.7pp |
| Annual return | 10.15% | 27.21%-17.1pp | 46.84%-36.7pp | 26.06%-15.9pp |
| Employer contribution / active EE | $1,297 | $4,662-72.2% | $6,442-79.9% | $2,596-50.0% |
| Participant deferral / active EE | $3,206 | $6,859-53.3% | $9,284-65.5% | $4,274-25.0% |
| Admin fee / account holder | $326 | $17,052-98.1% | $19,076-98.3% | $7,775-95.8% |