Filed March 2, 2020
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $252,478 | $157,276+60.5% | $141,177+78.8% | $152,885+65.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.07% | 64.33%-51.3pp | 71.40%-58.3pp | 345.39%-332.3pp |
| Employer contribution / active EE | $16,950 | $5,262+222.1% | $4,736+257.9% | $4,763+255.9% |
| Participant deferral / active EE | $748 | $7,110-89.5% | $6,710-88.8% | $5,851-87.2% |
| Admin fee / account holder | $4,875 | $12,123-59.8% | $10,263-52.5% | $11,598-58.0% |