Filed November 13, 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 | $317,884 | $94,529+236.3% | $140,019+127.0% | $64,173+395.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.70% | 7.77%-15.5pp | 651.15%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $19,016 | $3,812+398.8% | $5,605+239.2% | $2,381+698.7% |
| Participant deferral / active EE | $13,054 | $5,250+148.7% | $6,927+88.5% | $3,470+276.2% |
| Admin fee / account holder | $21,122 | $6,741+213.3% | $10,705+97.3% | $4,887+332.2% |