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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,416 | $64,909-73.2% | $82,312-78.8% | $62,293-72.0% |
| Participation rate | 78.2% | 74.9%+3.3pp | 76.9%+1.3pp | 69.5%+8.7pp |
| Annual return | 12.01% | 21.18%-9.2pp | 25.88%-13.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,165 | $3,103+2.0% | $3,706-14.6% | $3,169-0.1% |
| Admin fee / account holder | $3,029 | $440+589.0% | $5,608-46.0% | $479+531.9% |