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 | $424,513 | $148,623+185.6% | $135,974+212.2% | $139,466+204.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 10.75% | 79.30%-68.5pp | 68.30%-57.6pp | 373.66%-362.9pp |
| Employer contribution / active EE | $11,124 | $5,246+112.0% | $4,859+128.9% | $4,754+134.0% |
| Participant deferral / active EE | $7,051 | $8,103-13.0% | $7,760-9.1% | $6,712+5.0% |
| Admin fee / account holder | $4,011 | $12,406-67.7% | $10,767-62.7% | $11,409-64.8% |