Filed June 18, 2019 (most recent of 3 filings on file)
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 | $252,686 | $85,766+194.6% | $136,298+85.4% | $70,126+260.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.19% | 31.46%-9.3pp | 5156.27%-5134.1pp | 73.15%-51.0pp |
| Employer contribution / active EE | $10,864 | $2,966+266.3% | $4,696+131.4% | $2,343+363.8% |
| Participant deferral / active EE | $8,457 | $5,051+67.4% | $6,247+35.4% | $3,332+153.8% |
| Admin fee / account holder | $11,552 | $5,421+113.1% | $9,244+25.0% | $4,645+148.7% |