Filed September 20, 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 | $252,135 | $106,749+136.2% | $145,433+73.4% | $82,448+205.8% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 11.02% | 27.59%-16.6pp | 66.58%-55.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $3,780 | $3,444+9.8% | $4,554-17.0% | $2,551+48.2% |
| Participant deferral / active EE | $13,185 | $6,519+102.3% | $7,897+67.0% | $4,139+218.5% |
| Admin fee / account holder | $63,046 | $8,390+651.4% | $13,129+380.2% | $7,234+771.5% |