Filed April 6, 2020
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $885,627 | $102,429+764.6% | $147,096+502.1% | $80,925+994.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -2.52% | 135.02%-137.5pp | 419.75%-422.3pp | 35.65%-38.2pp |
| Employer contribution / active EE | $33,440 | $3,716+800.0% | $4,936+577.5% | $2,756+1113.3% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $84,725 | $7,957+964.8% | $13,005+551.5% | $6,940+1120.8% |