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 | $106,524+136.7% | $152,301+65.6% | $87,485+188.2% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.4%+11.1pp | 68.9%+24.6pp |
| Annual return | 11.02% | 26.89%-15.9pp | 80.50%-69.5pp | 26.06%-15.0pp |
| Employer contribution / active EE | $3,780 | $3,371+12.1% | $4,624-18.3% | $2,596+45.6% |
| Participant deferral / active EE | $13,185 | $6,525+102.1% | $8,004+64.7% | $4,274+208.5% |
| Admin fee / account holder | $63,046 | $8,287+660.8% | $14,398+337.9% | $7,775+710.9% |