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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $939,287 | $102,547+816.0% | $78,210+1101.0% | $147,586+536.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 3.17% | 51.08%-47.9pp | 40.90%-37.7pp | 578.59%-575.4pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $65,959 | $3,481+1794.8% | $2,823+2236.8% | $5,439+1112.8% |
| Admin fee / account holder | $128,581 | $5,059+2441.7% | $3,758+3321.1% | $10,886+1081.2% |