Filed December 4, 2017
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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 | $297,078 | $93,589+217.4% | $135,942+118.5% | $75,181+295.2% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 14.49% | 30.90%-16.4pp | 68.28%-53.8pp | 160.69%-146.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,118 | $6,405+89.2% | $7,759+56.2% | $4,126+193.7% |
| Admin fee / account holder | $48,619 | $6,977+596.8% | $10,764+351.7% | $5,650+760.5% |