Filed October 18, 2019 (most recent of 2 filings on file)
Total covered: 312 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 | $317,612 | $127,790+148.5% | $106,554+198.1% | $167,560+89.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 22.93% | 33.88%-10.9pp | 26.80%-3.9pp | 478.94%-456.0pp |
| Employer contribution / active EE | $17,608 | $3,427+413.7% | $2,819+524.5% | $4,840+263.8% |
| Participant deferral / active EE | $14,678 | $5,088+188.5% | $4,398+233.7% | $6,343+131.4% |
| Admin fee / account holder | $52,708 | $11,231+369.3% | $7,408+611.5% | $12,317+327.9% |