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 | $1,814,421 | $119,143+1422.9% | $88,632+1947.1% | $152,909+1086.6% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 2.79% | 48.12%-45.3pp | 43.75%-41.0pp | 345.46%-342.7pp |
| Employer contribution / active EE | $0 | $2,675-100.0% | $2,101-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $83,333 | $3,555+2244.3% | $2,917+2757.1% | $5,851+1324.2% |
| Admin fee / account holder | $8,245 | $5,875+40.3% | $4,308+91.4% | $11,601-28.9% |