Filed November 28, 2022 (most recent of 3 filings on file)
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,468 | $146,267+94.5% | $197,124+44.3% | $82,448+245.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 19.80% | 29.61%-9.8pp | 44.34%-24.5pp | 41.64%-21.8pp |
| Employer contribution / active EE | $12,684 | $4,723+168.5% | $6,227+103.7% | $2,551+397.2% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $26,168 | $14,422+81.4% | $16,298+60.6% | $7,234+261.7% |