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 | $89,259+315.3% | $107,187+245.9% | $82,637+348.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 10.52% | 21.02%-10.5pp | 204.55%-194.0pp | 53.51%-43.0pp |
| Employer contribution / active EE | $32,064 | $3,080+941.0% | $3,782+747.8% | $2,552+1156.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $21,173 | $7,381+186.9% | $9,162+131.1% | $7,339+188.5% |