Filed November 24, 2014
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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 | $79,937 | $108,825-26.5% | $156,181-48.8% | $82,448-3.0% |
| Participation rate | 78.5% | 72.4%+6.1pp | 78.8%-0.4pp | 68.1%+10.4pp |
| Annual return | 12.22% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $99 | $2,870-96.5% | $4,294-97.7% | $2,551-96.1% |
| Participant deferral / active EE | $8,368 | $4,577+82.8% | $6,132+36.5% | $4,139+102.2% |
| Admin fee / account holder | $7,595 | $9,341-18.7% | $14,586-47.9% | $7,234+5.0% |