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.)
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 | $9,583 | $91,051-89.5% | $88,497-89.2% | $55,167-82.6% |
| Participation rate | 99.1% | 79.5%+19.6pp | 82.4%+16.7pp | 69.0%+30.2pp |
| Annual return | 13.69% | 9.63%+4.1pp | 7.63%+6.1pp | 169.23%-155.5pp |
| Employer contribution / active EE | $540 | $3,430-84.2% | $4,036-86.6% | $1,963-72.5% |
| Participant deferral / active EE | $3,108 | $4,954-37.3% | $4,899-36.6% | $3,054+1.8% |
| Admin fee / account holder | $648 | $539+20.3% | $6,220-89.6% | $504+28.6% |