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 | $143,969+74.0% | $199,883+25.4% | $82,637+203.2% |
| Participation rate | 77.8% | 84.1%-6.4pp | 86.8%-9.0pp | 68.1%+9.7pp |
| Annual return | 12.52% | 25.67%-13.1pp | 43.81%-31.3pp | 53.51%-41.0pp |
| Employer contribution / active EE | $2,059 | $4,632-55.5% | $6,261-67.1% | $2,552-19.3% |
| Participant deferral / active EE | $7,720 | $6,937+11.3% | $9,138-15.5% | $4,126+87.1% |
| Admin fee / account holder | $6,125 | $14,597-58.0% | $17,268-64.5% | $7,339-16.5% |