Filed February 6, 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 | $261,451 | $95,404+174.0% | $113,397+130.6% | $82,637+216.4% |
| Participation rate | 71.6% | 72.8%-1.2pp | 76.5%-4.9pp | 68.1%+3.5pp |
| Annual return | 10.36% | 19.08%-8.7pp | 23.20%-12.8pp | 53.51%-43.1pp |
| Employer contribution / active EE | $975 | $2,307-57.7% | $2,977-67.2% | $2,552-61.8% |
| Participant deferral / active EE | $4,918 | $4,220+16.5% | $5,076-3.1% | $4,126+19.2% |
| Admin fee / account holder | $14,505 | $9,168+58.2% | $11,957+21.3% | $7,339+97.6% |