Filed February 26, 2020
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,684 | $125,184-88.3% | $105,607-86.1% | $145,884-89.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.86% | 225.00%-215.1pp | 116.11%-106.2pp | 551.85%-542.0pp |
| Employer contribution / active EE | $166,699 | $3,720+4381.4% | $3,167+5163.8% | $4,662+3475.5% |
| Participant deferral / active EE | $109,239 | $5,714+1811.8% | $5,011+2079.9% | $6,690+1533.0% |
| Admin fee / account holder | $5,207 | $17,133-69.6% | $10,958-52.5% | $13,392-61.1% |