Filed February 24, 2020
Total covered: 20 employees
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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 | $624,976 | $44,850+1293.5% | $60,547+932.2% | $59,633+948.0% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -3.53% | 1074.14%-1077.7pp | 335.64%-339.2pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $30,889 | $1,462+2013.0% | $2,419+1176.8% | $2,203+1302.4% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,984 | $3,635+64.6% | $4,536+31.9% | $4,297+39.3% |