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 | $145,431+72.3% | $211,142+18.7% | $87,485+186.4% |
| Participation rate | 77.8% | 84.7%-7.0pp | 87.3%-9.5pp | 68.9%+8.8pp |
| Annual return | 12.52% | 27.21%-14.7pp | 46.84%-34.3pp | 26.06%-13.5pp |
| Employer contribution / active EE | $2,059 | $4,662-55.8% | $6,442-68.0% | $2,596-20.7% |
| Participant deferral / active EE | $7,720 | $6,859+12.6% | $9,284-16.8% | $4,274+80.6% |
| Admin fee / account holder | $6,125 | $17,052-64.1% | $19,076-67.9% | $7,775-21.2% |