Filed October 7, 2019
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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 | $480,003 | $81,276+490.6% | $155,574+208.5% | $80,925+493.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 6.61% | 33.36%-26.8pp | 64.87%-58.3pp | 35.65%-29.0pp |
| Employer contribution / active EE | $38,635 | $3,103+1145.1% | $4,676+726.3% | $2,756+1301.7% |
| Participant deferral / active EE | $20,098 | $3,453+482.1% | $5,629+257.0% | $4,299+367.5% |
| Admin fee / account holder | $3,289 | $7,993-58.8% | $15,914-79.3% | $6,940-52.6% |