Filed January 30, 2020
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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 | $271,163 | $106,524+154.6% | $152,301+78.0% | $87,485+210.0% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.4%+13.2pp | 68.9%+26.7pp |
| Annual return | 13.19% | 26.89%-13.7pp | 80.50%-67.3pp | 26.06%-12.9pp |
| Employer contribution / active EE | $3,758 | $3,371+11.5% | $4,624-18.7% | $2,596+44.8% |
| Participant deferral / active EE | $5,989 | $6,525-8.2% | $8,004-25.2% | $4,274+40.1% |
| Admin fee / account holder | $1,725 | $8,287-79.2% | $14,398-88.0% | $7,775-77.8% |