Filed March 29, 2021
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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 | $360,836 | $91,536+294.2% | $130,062+177.4% | $75,177+380.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 55.13% | -631.62%+686.8pp | -137.37%+192.5pp | 160.75%-105.6pp |
| Employer contribution / active EE | $8,979 | $2,845+215.6% | $4,322+107.7% | $2,671+236.1% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,385 | $6,780-64.8% | $10,601-77.5% | $5,651-57.8% |