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 | $99,875+152.4% | $146,866+71.7% | $86,983+189.9% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.5%+11.0pp | 69.5%+24.0pp |
| Annual return | 11.02% | 28.10%-17.1pp | 102.85%-91.8pp | 25.83%-14.8pp |
| Employer contribution / active EE | $3,780 | $3,224+17.3% | $4,425-14.6% | $2,584+46.3% |
| Participant deferral / active EE | $13,185 | $6,322+108.5% | $7,759+69.9% | $4,194+214.4% |
| Admin fee / account holder | $63,046 | $7,838+704.4% | $13,620+362.9% | $7,856+702.5% |