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 | $107,421+134.7% | $182,262+38.3% | $94,015+168.2% |
| Participation rate | 93.5% | 77.8%+15.8pp | 84.2%+9.3pp | 70.8%+22.7pp |
| Annual return | 11.02% | 21.32%-10.3pp | 140.60%-129.6pp | 17.84%-6.8pp |
| Employer contribution / active EE | $3,780 | $3,448+9.7% | $5,046-25.1% | $2,790+35.5% |
| Participant deferral / active EE | $13,185 | $6,558+101.1% | $8,276+59.3% | $4,249+210.3% |
| Admin fee / account holder | $63,046 | $8,692+625.3% | $16,712+277.3% | $8,951+604.3% |