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 | $286,241 | $138,114+107.2% | $125,391+128.3% | $134,545+112.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.32% | 750.88%-763.2pp | 572.41%-584.7pp | 418.37%-430.7pp |
| Employer contribution / active EE | $23,799 | $5,246+353.7% | $4,816+394.2% | $4,742+401.9% |
| Participant deferral / active EE | $8,142 | $7,801+4.4% | $7,448+9.3% | $6,401+27.2% |
| Admin fee / account holder | $136,561 | $11,570+1080.3% | $10,009+1264.4% | $11,431+1094.7% |