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 | $145,431+95.6% | $211,142+34.7% | $87,485+225.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 19.80% | 27.21%-7.4pp | 46.84%-27.0pp | 26.06%-6.3pp |
| Employer contribution / active EE | $12,684 | $4,662+172.1% | $6,442+96.9% | $2,596+388.6% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $26,168 | $17,052+53.5% | $19,076+37.2% | $7,775+236.6% |