Filed November 4, 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 | $36,788 | $84,507-56.5% | $125,401-70.7% | $66,954-45.1% |
| Participation rate | 78.9% | 76.4%+2.4pp | 82.4%-3.5pp | 69.8%+9.0pp |
| Annual return | -25.61% | -8.51%-17.1pp | 572.53%-598.1pp | 1.57%-27.2pp |
| Employer contribution / active EE | $4 | $3,554-99.9% | $4,816-99.9% | $2,545-99.8% |
| Participant deferral / active EE | $7,575 | $6,785+11.6% | $7,448+1.7% | $4,239+78.7% |
| Admin fee / account holder | $3,072 | $685+348.4% | $10,008-69.3% | $594+417.5% |