Filed November 18, 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 | $272,489 | $123,793+120.1% | $177,840+53.2% | $79,852+241.2% |
| Participation rate | 96.7% | 84.7%+12.0pp | 87.7%+8.9pp | 69.6%+27.0pp |
| Annual return | 9.33% | 22.82%-13.5pp | 48.32%-39.0pp | 31.72%-22.4pp |
| Employer contribution / active EE | $4,892 | $4,095+19.5% | $5,919-17.3% | $2,471+98.0% |
| Participant deferral / active EE | $10,203 | $5,956+71.3% | $7,714+32.3% | $3,740+172.8% |
| Admin fee / account holder | $69,916 | $7,243+865.4% | $12,431+462.4% | $5,306+1217.6% |