Filed November 12, 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 | $329,130 | $160,070+105.6% | $147,117+123.7% | $145,897+125.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.64% | 98.69%-90.0pp | 420.54%-411.9pp | 552.29%-543.6pp |
| Employer contribution / active EE | $2,715 | $5,285-48.6% | $4,932-45.0% | $4,663-41.8% |
| Participant deferral / active EE | $15,496 | $8,419+84.0% | $8,065+92.1% | $6,689+131.6% |
| Admin fee / account holder | $301,011 | $15,035+1902.0% | $12,993+2216.8% | $13,390+2148.0% |