Filed March 2, 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 | $60,766 | $137,414-55.8% | $189,537-67.9% | $85,847-29.2% |
| Participation rate | 93.9% | 84.6%+9.3pp | 87.8%+6.1pp | 69.3%+24.6pp |
| Annual return | 10.46% | 38.14%-27.7pp | 555.34%-544.9pp | 318.61%-308.2pp |
| Employer contribution / active EE | $1,199 | $4,344-72.4% | $6,161-80.5% | $2,565-53.3% |
| Participant deferral / active EE | $4,313 | $6,260-31.1% | $8,220-47.5% | $3,952+9.1% |
| Admin fee / account holder | $3,050 | $8,630-64.7% | $12,048-74.7% | $6,261-51.3% |