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 | $101,798+619.8% | $165,071+343.9% | $80,935+805.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 0.27% | 16.73%-16.5pp | 70.17%-69.9pp | 35.66%-35.4pp |
| Employer contribution / active EE | $20,328 | $2,954+588.0% | $4,347+367.6% | $2,757+637.4% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,559 | $8,221+77.1% | $12,695+14.7% | $6,924+110.3% |