Filed October 5, 2016
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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.
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 | $7,020 | $89,553-92.2% | $81,367-91.4% | $52,331-86.6% |
| Participation rate | 96.1% | 82.2%+13.9pp | 82.3%+13.8pp | 68.1%+28.0pp |
| Annual return | -4.10% | 4.41%-8.5pp | -0.92%-3.2pp | 4.54%-8.6pp |
| Employer contribution / active EE | $501 | $3,780-86.7% | $3,930-87.2% | $1,882-73.4% |
| Participant deferral / active EE | $2,875 | $5,359-46.3% | $5,383-46.6% | $3,022-4.9% |
| Admin fee / account holder | $1,021 | $1,914-46.7% | $8,926-88.6% | $592+72.5% |