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 | $106,749+154.0% | $145,433+86.5% | $82,448+228.9% |
| Participation rate | 95.7% | 75.6%+20.0pp | 82.1%+13.5pp | 68.1%+27.6pp |
| Annual return | 13.19% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $3,758 | $3,444+9.1% | $4,554-17.5% | $2,551+47.3% |
| Participant deferral / active EE | $5,989 | $6,519-8.1% | $7,897-24.2% | $4,139+44.7% |
| Admin fee / account holder | $1,725 | $8,390-79.4% | $13,129-86.9% | $7,234-76.2% |