Filed December 28, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $819,917 | $74,879,922-98.9% | $40,145,923-98.0% | $273,972+199.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 2.83% | 2.55%+0.3pp | 5.24%-2.4pp | 41.46%-38.6pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $62,379 | $2,962+2006.0% | $2,591+2307.9% | $5,287+1079.8% |
| Admin fee / account holder | $54,570 | $3,725+1365.1% | $2,903+1779.5% | $10,133+438.6% |