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 | $81,457+353.6% | $103,378+257.4% | $80,911+356.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.42% | 25.58%-14.2pp | 24.91%-13.5pp | 35.63%-24.2pp |
| Employer contribution / active EE | $32,749 | $3,107+953.9% | $3,870+746.2% | $2,756+1088.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $18,841 | $6,717+180.5% | $8,401+124.3% | $6,935+171.7% |