Filed August 21, 2017
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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 | $11,403 | $98,766-88.5% | $149,730-92.4% | $79,852-85.7% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.1pp |
| Annual return | 47.44% | 27.43%+20.0pp | 276.70%-229.3pp | 31.72%+15.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,850 | $5,681-14.6% | $6,843-29.1% | $3,740+29.7% |
| Admin fee / account holder | $1,087 | $6,052-82.0% | $9,310-88.3% | $5,306-79.5% |