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 | $255,175 | $152,619+67.2% | $125,195+103.8% | $152,909+66.9% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.5%+10.9pp |
| Annual return | 3.46% | 54.85%-51.4pp | 43.79%-40.3pp | 345.46%-342.0pp |
| Employer contribution / active EE | $5,333 | $4,947+7.8% | $3,866+38.0% | $4,764+12.0% |
| Participant deferral / active EE | $11,964 | $5,869+103.9% | $4,937+142.3% | $5,851+104.5% |
| Admin fee / account holder | $106,901 | $13,437+695.5% | $9,704+1001.6% | $11,601+821.5% |