Filed February 19, 2020
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $732,730 | $101,752+620.1% | $164,928+344.3% | $80,911+805.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 0.27% | 16.73%-16.5pp | 70.08%-69.8pp | 35.63%-35.4pp |
| Employer contribution / active EE | $20,328 | $2,953+588.3% | $4,343+368.0% | $2,756+637.6% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $14,559 | $8,218+77.2% | $12,684+14.8% | $6,935+109.9% |