Filed May 18, 2017
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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 | $285,271 | $57,352+397.4% | $83,831+240.3% | $64,173+344.5% |
| Participation rate | 92.9% | 68.6%+24.3pp | 76.1%+16.7pp | 69.6%+23.3pp |
| Annual return | -9.28% | 11.38%-20.7pp | 850.99%-860.3pp | 7.63%-16.9pp |
| Employer contribution / active EE | $3,039 | $2,546+19.4% | $3,631-16.3% | $2,381+27.7% |
| Participant deferral / active EE | $3,555 | $2,993+18.8% | $4,082-12.9% | $3,470+2.5% |
| Admin fee / account holder | $2,282 | $4,046-43.6% | $5,479-58.3% | $4,887-53.3% |