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 | $329,722 | $99,994+229.7% | $146,643+124.8% | $85,847+284.1% |
| Participation rate | 96.9% | 73.1%+23.8pp | 80.1%+16.8pp | 69.3%+27.6pp |
| Annual return | 13.99% | 18.93%-4.9pp | 22.75%-8.8pp | 318.61%-304.6pp |
| Employer contribution / active EE | $8,088 | $2,559+216.0% | $4,137+95.5% | $2,565+215.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $20,345 | $7,703+164.1% | $10,280+97.9% | $6,261+225.0% |