Filed January 30, 2017
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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 | $76,004 | $183,539-58.6% | $155,556-51.1% | $145,897-47.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.96% | 61.31%-54.3pp | 64.84%-57.9pp | 552.29%-545.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $26,737 | $6,467+313.4% | $5,631+374.8% | $6,689+299.7% |
| Admin fee / account holder | $64,734 | $19,275+235.8% | $15,885+307.5% | $13,390+383.4% |