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 | $850,530 | $106,749+696.8% | $145,433+484.8% | $82,448+931.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 0.61% | 27.59%-27.0pp | 66.58%-66.0pp | 41.64%-41.0pp |
| Employer contribution / active EE | $31,411 | $3,444+811.9% | $4,554+589.7% | $2,551+1131.3% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18,645 | $8,390+122.2% | $13,129+42.0% | $7,234+157.7% |