Filed May 19, 2021
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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 | $281,307 | $131,835+113.4% | $108,582+159.1% | $273,972+2.7% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | -0.96% | -91.57%+90.6pp | -51.70%+50.7pp | 41.46%-42.4pp |
| Employer contribution / active EE | $5,000 | $4,913+1.8% | $3,758+33.0% | $4,869+2.7% |
| Participant deferral / active EE | $10,417 | $5,127+103.2% | $4,311+141.6% | $5,287+97.0% |
| Admin fee / account holder | $123,237 | $10,253+1102.0% | $7,645+1512.0% | $10,133+1116.2% |