Filed August 18, 2015
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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 | $88,951 | $72,027+23.5% | $185,861-52.1% | $79,856+11.4% |
| Participation rate | 88.0% | 65.8%+22.2pp | 78.0%+10.0pp | 69.6%+18.4pp |
| Annual return | 11.43% | 23.13%-11.7pp | 35.96%-24.5pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,433 | $3,780+70.2% | $5,634+14.2% | $3,741+72.0% |
| Admin fee / account holder | $17,887 | $4,513+296.4% | $9,503+88.2% | $5,306+237.1% |