Filed January 23, 2020
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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 | $658,907 | $73,019+802.4% | $90,766+625.9% | $68,490+862.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -19.62% | -13.81%-5.8pp | -12.16%-7.5pp | -7.85%-11.8pp |
| Employer contribution / active EE | $17,871 | $2,193+715.0% | $2,922+511.6% | $2,597+588.2% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,222 | $5,897+5.5% | $8,446-26.3% | $5,403+15.2% |