Filed December 14, 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 | $281,621 | $110,137+155.7% | $161,149+74.8% | $82,637+240.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.49% | 20.69%-9.2pp | 21.16%-9.7pp | 53.51%-42.0pp |
| Employer contribution / active EE | $15,470 | $2,856+441.7% | $4,360+254.8% | $2,552+506.2% |
| Participant deferral / active EE | $4,237 | $4,575-7.4% | $6,153-31.1% | $4,126+2.7% |
| Admin fee / account holder | $19,427 | $9,467+105.2% | $15,194+27.9% | $7,339+164.7% |