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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,015,686 | $82,678+1128.5% | $125,391+710.0% | $68,490+1383.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 58.38% | -5.97%+64.3pp | 572.41%-514.0pp | -7.85%+66.2pp |
| Employer contribution / active EE | $29,681 | $3,382+777.5% | $4,816+516.3% | $2,597+1043.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $35,389 | $6,277+463.8% | $10,009+253.6% | $5,403+555.0% |