Filed January 8, 2018
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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 | $331,480 | $106,749+210.5% | $145,433+127.9% | $82,448+302.0% |
| Participation rate | 93.1% | 75.6%+17.5pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 13.85% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $5,912 | $3,444+71.6% | $4,554+29.8% | $2,551+131.8% |
| Participant deferral / active EE | $14,507 | $6,519+122.6% | $7,897+83.7% | $4,139+250.5% |
| Admin fee / account holder | $13,668 | $8,390+62.9% | $13,129+4.1% | $7,234+88.9% |