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 | $125,193-88.3% | $105,591-86.1% | $145,978-89.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.86% | 225.53%-215.7pp | 116.43%-106.6pp | 550.52%-540.7pp |
| Employer contribution / active EE | $166,699 | $3,718+4383.1% | $3,166+5165.1% | $4,662+3475.8% |
| Participant deferral / active EE | $109,239 | $5,708+1813.8% | $5,008+2081.1% | $6,690+1533.0% |
| Admin fee / account holder | $5,207 | $17,277-69.9% | $11,024-52.8% | $13,400-61.1% |