Filed October 16, 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 | $55,213 | $89,370-38.2% | $141,197-60.9% | $72,976-24.3% |
| Participation rate | 71.7% | 75.1%-3.5pp | 82.5%-10.8pp | 69.5%+2.2pp |
| Annual return | 2.03% | 111.88%-109.8pp | 71.41%-69.4pp | 81.02%-79.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,856 | $5,419-28.8% | $6,710-42.5% | $3,608+6.9% |
| Admin fee / account holder | $6,989 | $5,957+17.3% | $10,265-31.9% | $5,124+36.4% |