Filed February 16, 2021
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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 | $255,737 | $149,040+71.6% | $120,225+112.7% | $137,256+86.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.19% | 605.68%-596.5pp | 439.23%-430.0pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $900 | $4,655-80.7% | $3,999-77.5% | $6,407-86.0% |
| Admin fee / account holder | $7,500 | $6,348+18.2% | $5,696+31.7% | $12,270-38.9% |