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.)
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 | $369,477 | $81,504+353.3% | $102,437+260.7% | $80,959+356.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.42% | 25.60%-14.2pp | 24.95%-13.5pp | 35.67%-24.2pp |
| Employer contribution / active EE | $32,749 | $3,104+955.2% | $3,871+746.1% | $2,757+1087.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $18,841 | $6,719+180.4% | $8,388+124.6% | $6,925+172.1% |