Filed March 4, 2022
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,058 | $157,304+137.2% | $141,197+164.2% | $152,909+144.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.64% | 64.34%-38.7pp | 71.41%-45.8pp | 345.46%-319.8pp |
| Employer contribution / active EE | $31,513 | $5,263+498.8% | $4,736+565.4% | $4,764+561.5% |
| Participant deferral / active EE | $9,376 | $7,111+31.9% | $6,710+39.7% | $5,851+60.2% |
| Admin fee / account holder | $3,663 | $12,126-69.8% | $10,265-64.3% | $11,601-68.4% |