Filed April 27, 2022
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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 | $260,617 | $64,729+302.6% | $112,263+132.1% | $68,490+280.5% |
| Participation rate | 94.5% | 67.2%+27.4pp | 75.1%+19.5pp | 67.9%+26.6pp |
| Annual return | -22.92% | -11.40%-11.5pp | 27.49%-50.4pp | -7.85%-15.1pp |
| Employer contribution / active EE | $6,212 | $2,746+126.2% | $3,636+70.8% | $2,597+139.2% |
| Participant deferral / active EE | $8,458 | $3,566+137.2% | $4,729+78.8% | $4,028+110.0% |
| Admin fee / account holder | $13,790 | $5,222+164.1% | $6,410+115.1% | $5,403+155.2% |