Filed January 22, 2020
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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 | $250,557 | $146,267+71.3% | $197,124+27.1% | $82,448+203.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 86.7%-8.9pp | 68.1%+9.7pp |
| Annual return | 12.52% | 29.61%-17.1pp | 44.34%-31.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,059 | $4,723-56.4% | $6,227-66.9% | $2,551-19.3% |
| Participant deferral / active EE | $7,720 | $7,035+9.7% | $9,135-15.5% | $4,139+86.5% |
| Admin fee / account holder | $6,125 | $14,422-57.5% | $16,298-62.4% | $7,234-15.3% |