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 | $324,434 | $105,869+206.4% | $90,767+257.4% | $134,554+141.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -5.30% | -10.99%+5.7pp | -12.16%+6.9pp | 418.46%-423.8pp |
| Employer contribution / active EE | $15,550 | $3,464+348.9% | $2,922+432.2% | $4,742+227.9% |
| Participant deferral / active EE | $16,406 | $5,217+214.4% | $4,565+259.4% | $6,401+156.3% |
| Admin fee / account holder | $681 | $13,937-95.1% | $8,445-91.9% | $11,430-94.0% |