Filed May 27, 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 | $63,272 | $83,477-24.2% | $125,175-49.5% | $72,986-13.3% |
| Participation rate | 92.1% | 73.3%+18.8pp | 79.8%+12.3pp | 69.5%+22.6pp |
| Annual return | 0.35% | 25.78%-25.4pp | 43.79%-43.4pp | 81.01%-80.7pp |
| Employer contribution / active EE | $422 | $2,345-82.0% | $3,865-89.1% | $2,440-82.7% |
| Participant deferral / active EE | $4,134 | $3,585+15.3% | $4,937-16.3% | $3,607+14.6% |
| Admin fee / account holder | $17,340 | $5,517+214.3% | $9,702+78.7% | $5,124+238.4% |