Filed January 3, 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 | $258,119 | $73,988+248.9% | $96,538+167.4% | $75,177+243.3% |
| Participation rate | 92.9% | 66.4%+26.4pp | 74.3%+18.5pp | 67.2%+25.7pp |
| Annual return | -4.98% | 26.73%-31.7pp | 35.74%-40.7pp | 160.75%-165.7pp |
| Employer contribution / active EE | $22,071 | $2,930+653.2% | $3,740+490.1% | $2,671+726.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,423 | $5,220-34.4% | $6,737-49.2% | $5,651-39.4% |