Filed May 17, 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 | $15,954 | $60,165-73.5% | $74,184-78.5% | $55,167-71.1% |
| Participation rate | 76.0% | 74.2%+1.8pp | 76.6%-0.7pp | 69.0%+7.0pp |
| Annual return | 25.13% | 10.00%+15.1pp | 17.74%+7.4pp | 169.23%-144.1pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,338 | $2,973+12.3% | $3,550-6.0% | $3,054+9.3% |
| Admin fee / account holder | $3,391 | $419+708.6% | $5,586-39.3% | $504+572.8% |