Filed January 14, 2021 (most recent of 2 filings on file)
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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.
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 | $370,716 | $93,345+297.1% | $119,126+211.2% | $87,485+323.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 10.52% | 19.08%-8.6pp | 282.11%-271.6pp | 26.06%-15.5pp |
| Employer contribution / active EE | $32,064 | $3,172+911.0% | $4,034+694.9% | $2,596+1135.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $21,173 | $8,039+163.4% | $10,693+98.0% | $7,775+172.3% |