Filed January 9, 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,171 | $73,546+45.7% | $63,018+70.1% | $147,586-27.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 5.19% | 175.56%-170.4pp | 87.62%-82.4pp | 578.59%-573.4pp |
| Employer contribution / active EE | $7,747 | $3,324+133.1% | $2,761+180.6% | $4,876+58.9% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,798 | $5,956+14.1% | $3,601+88.8% | $10,886-37.5% |