Filed November 3, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,114 | $138,393-66.0% | $184,256-74.4% | $80,959-41.8% |
| Participation rate | 71.8% | 83.9%-12.1pp | 86.8%-15.0pp | 67.7%+4.1pp |
| Annual return | 9.62% | 20.01%-10.4pp | 28.85%-19.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,187 | $4,847-75.5% | $6,427-81.5% | $2,757-56.9% |
| Participant deferral / active EE | $3,693 | $7,076-47.8% | $9,133-59.6% | $4,300-14.1% |
| Admin fee / account holder | $21,474 | $10,489+104.7% | $13,899+54.5% | $6,925+210.1% |